M&A – how to go it alone.

by | Jul 9, 2023 | For Clients

M&A – how to go it alone. Match. Negotiate. Complete. Those three words sum up an M&A transaction and make it sound easy. In fact, some IFAs do think selling their business is easy, and the advent of the new Consumer Duty rules have brought forth a small...

Adopt and modernise, sell up or merge.

by | Jun 26, 2023 | For Clients, Uncategorised

Adopt and modernise, sell up or merge. There’s much to think about for IFAs in the coming months, particular for those of a certain age that are perhaps considering retirement in the next few years, or least realise that at some point they will have to retire.The new...

The Final Countdown

by | Jun 3, 2023 | For Clients

The Final Countdown There are now less than 90 days to go until the FCAs new consumer Duty Rules come into force, and a few days ago, Sheldon Mills, Executive Director, Consumers and Competition at the FCA, delivered another speech on the topic. Now unless you’re an...

Is now a good time

by | Jun 3, 2023 | For Clients

Is now a good time Well, I don’t suppose there are too many complaints about having an extra Bank Holiday this month, it’s not every year we have a Coronation, and despite jokes from some of my IFA friends, no, I cannot remember the last one in 1953. Unlike our...

The passage of time

by | Jun 3, 2023 | For Clients

The passage of time I’m a recent convert to listening to the radio during the daytime at work, my wife has bought me a small “Dab” radio for the office, and I’m amazed by the quality of the sound. Yes I know I’m 5 years behind everyone else discovering Dab, but I’m...