Specialist two-day conference purpose-designed for firm directors
'Above all, clients need to feel a reassuring hand on the shoulder'
National IFA’s succession programme manages whole of sale process
Deal remains subject to approval from the Financial Conduct Authority
Plymouth national IFA was minority acquired by M&G in March
Chartered financial planner Tim Webb to head up a new office
12-week programme aims to help advisers grow their businesses
Our flagship conference took place last week at The Brewery in London
Wealth managers acquired £137bn in combined value AUM last year
Identifying, recognising and honouring the best places of employment