In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Plans for 2021
Downstream buy-out programme
'Rolling out the red carpet'
Three shifts in sector
Numbers in Adviserland
Service increasingly key
'Meaningful client reporting'
'Halfway to establishing 25 offices'
Share purchase deal with assets of £28m
Brings in recurring revenue of £700,000
Valuations on businesses 'looking toppy’
A divisive subject
‘Gareth Southgate Wealth Management’
Acumen Investment Partnership
Ten key facts about the financial advice business
£4.5bn revenue earned from advisers
Adding total of £220m AUM
Deal for financial planning and investment assets
Scale is the answer