by Alan Marks | May 19, 2024 | For Clients
Optimising your IFA Business The valuation paradigm for Independent Financial Advisors (IFA) practices is undergoing significant changes. Traditionally, the valuation matrix for IFA businesses has hovered around three to four times the recurring income. However, this...
by Alan Marks | Apr 21, 2024 | For Clients
Are your clients wanting a change? Recent insights from an article in IFA Magazine, based on a survey by Investec Wealth & Investment ( UK) with 535 participants, revealed a significant trend in the financial advisory sector. The survey indicates that one in three...
by Alan Marks | Apr 8, 2024 | For Clients
The Conundrum Update Following my recent communication where I highlighted the current state of the market as favouring sellers, I received several pieces of feedback. These mainly pertained to my analysis suggesting the unsustainability of the present elevated prices...
by Alan Marks | Apr 8, 2024 | For Clients
The IFA Conundrum The SituationLet’s say for example that your Independent Financial Advisory firm generates an annual recurring revenue of £750,000, with an ongoing investment advice fee of 0.5% and a high level of profit before tax. While you may be not considering...
by Alan Marks | Apr 8, 2024 | For Clients
Preparing for Financial Changes I, like many, anticipate the General Election will happen this Autumn, with the latest possible date being December 17th, 2024. All signs point in this direction, as it’s likely the government will wait for better news later in...
