Changing tack: How pensions freedom altered Bradbury Hamilton's business plan

Changing tack: How pensions freedom altered Bradbury Hamilton's business plan

Jenna Towler
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Sheriar Bradbury talks to Jenna Towler about how pensions freedom has altered his firm's acquisition strategy and swelled new business volumes

Bradbury Hamilton, the City-based IFA firm, has long been on the acquisition trail. In fact, in its 22-year history, it has bought the client banks of 47 firms from retiring advisers. But the acquisition push has been put on hold (for now, at least) as the firm checks in with its high net-worth and mass-affluent client base to highlight pressing planning opportunities ahead of April's pensions freedom.  Managing director Sheriar Bradbury tells Retirement Planner: "Historically, what we have been doing is looking to buy the client banks of other retiring IFAs. We have done a lot of act...

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