Acquisitions: How they affect your clients

An adviser’s client base is the very lifeblood of their business and so it is understandable they are at the forefront of all our thoughts when a potential acquisition is being discussed. Any quality IFA owner will want to have a very clear idea about what happens to their clients and how they will be treated, should an acquisition take place. We would have deep reservations about dealing with any business principal who did not place their clients at the heart of any decision they made about what happens to their business. The simple fact is we all need to ensure clients are treated with...