by Alan Marks | Nov 8, 2024 | For Clients
Not Another Budget Action Plan You Must Act on OMG – Am I the only person who is so absolutely fed up with every unqualified (and unregulated) journalist telling the public what they must do before the Budget Unless you have been on a cruise for the last 3 months...
by Alan Marks | Oct 4, 2024 | For Clients
Timing is Everything I was delighted to see that many of you responded to my last email by downloading our free guide to selling an IFA practice. I’m particularly pleased when communication sparks action, such as receiving calls from individuals with insightful...
by Alan Marks | Sep 20, 2024 | For Clients
Increased Market Activity The past few weeks have seen a significant uptick in activity, as many financial advisers return from their summer breaks. We’ve had a positive response to our recent communication regarding the timelines for selling a business.In that email,...
by Alan Marks | Sep 15, 2024 | For Clients
Timeframes: Key Considerations As summer draws to a close, we approach the final third of the year—a period when many IFAs begin contemplating retirement or considering significant changes as the new year approaches. If this resonates with you, there is encouraging...
by Alan Marks | Sep 15, 2024 | For Clients
Summer Thinking- Navigating Changes Last August, I made the decision to forgo taking time off, anticipating that we would be busy—and we certainly were. This year, I expected things might be different, but once again, the market remains active, and there is much to...
