Communication to reassure and strengthen relationships
Call to identify business needs, goals and desired outcomes
'You are a priority, never forget that.'
London-based advice firm acquired for undisclosed sum
‘Record’ number of advisers expected to join by the end of the year
Why taking your shoes off has never been so important…
The firm completed eight acquisitions last year
The group has completed nine purchases in 2022 to date
Third acquisition in 2022 boosts the firm’s AUM to over £1bn
Wealth Matters outlines its in-house talent development strategy