by Alan Marks | Dec 1, 2023 | For Clients
The Crucial Role of Statutory Registers We have seen a few firms face delays and issues recently, when coming to sell their businesses. These have been caused by problems with their Statutory Registers. For some reason it is currently a hot topic, we honestly do not...
by Alan Marks | Sep 25, 2023 | For Clients
The value of second opinions in selling an IFA practice. Selling a financial services practice is a significant decision that will have a lasting impact on your financial future. Whether you are a financial advisor, a wealth manager, or a financial planner, the sale...
by Alan Marks | Sep 6, 2023 | News
Monenti Partners- Roles Our friends at Monenti Partners have a couple of great career openings available at the moment. If you are looking for either a Client Associate or Financial Planner role, this may be for you. Full details of the roles are contained within the...
by Alan Marks | Sep 6, 2023 | For Clients
Summer Thinking I decided a few months ago not to take time off this August, anticipating that for several reasons we would be busy, and I was right, it has been. Usually though, summer is a time like at the top of the year, when things slow down. Thinking time we...
by Alan Marks | Aug 3, 2023 | For Clients
What are you worried about ? What are you worried about? The myriad pressures facing IFAs have led some to conclude that the so-called lifestyle advisor is an endangered species. This is a great shame as having been one myself for part of my career, I know that the...
