by Alan Marks | Jan 9, 2024 | Blog, For Clients
New Year, New Start: Elevating Your Independent Financial Advisory Business A Happy New Year to you all. I hope you have had a relaxing break and are raring to go for another year. We’ve been back a few days and as expected the “Thinking time” over the break has...
by Alan Marks | Jan 6, 2024 | For Clients
Thinking Time Again My compliments of the season to all of you, and I hope you are all enjoying a peaceful, relaxing time. It doesn’t seem long ago that I was writing last year’s message, and those of you that I have been corresponding with for a long time, know that...
by Alan Marks | Dec 16, 2023 | For Clients
Navigating the Sale of Your Business: The Indispensable Role of a Good Broker. Embarking on the journey of selling your business is a significant decision, and we are committed to ensuring this process is not only smooth but also a transformative experience. I do...
by Alan Marks | Dec 2, 2023 | For Clients
Are you adjusting your fees Like most changes in legislation affecting financial advisors, there’s a lot of chat in the run up to the implementation day, then it goes quiet, almost an anti-climax, change unfolds silently, then after a few months, the effects start to...
by Alan Marks | Dec 1, 2023 | For Clients
Is Everyone Retiring? I have read a number of surveys this year that suggest that large numbers of Financial Advisors are thinking of retiring. In May FT Advisor reported that three quarters (76 per cent) of IFAs plan to retire in the next decade, according to...
