by Alan Marks | Oct 25, 2025 | For Clients
Why every adviser should consider a Pre-Sale MOT Thank you to those who replied to my last email regarding our consultancy services. I’m always pleased to talk with IFAs about any aspect of their business where support may be needed. And if I can’t help directly, I...
by Alan Marks | Oct 25, 2025 | For Clients
Consultancy That Works for IFAs Recently, I was on the way to meet a new client and was walking through Paddington Station with my colleague Matthew, when a familiar face strode past. He suddenly turned, gave me a thumbs up and shouted, “Earning more, working less!”...
by Alan Marks | Sep 19, 2025 | For Clients
The Importance of a Second Opinion Selling a financial services practice is one of the most significant decisions an adviser will ever face. it represents the culmination of years of commitment to clients and building a business. However, it is easy to underestimate...
by Alan Marks | Sep 19, 2025 | For Clients
Summer Thinking I’m now fully back in harness following ten days off to celebrate my son’s wedding. It was great to reconnect with family and friends, and events like these remind you what’s really important in life. Right now, many IFAs are away, or have just...
by Alan Marks | Jul 25, 2025 | For Clients
Change Isn’t Coming — It’s Already Here Last August, I made the decision to keep working through the summer. It felt like the right move, the market was still active, and there was plenty to keep us busy. This year, the market remains just as busy, but August brings a...
