As the average age of advisers continues to rise and succession planning becomes more of a consideration for many, Chartered financial planner Filip Slipaczek has outlined the challenges involved in handing over a firm ...
Speaking at a Personal Finance Society (PFS) event at Lloyd's of London on 31 May, Slipaczek (pictured with sons Max and Alex) discussed some of the challenges and solutions advisers should consider when planning their succession. He was joined by sons Alex and Max, who work with him at the family-run practice in North London and who in recent years have become his business partners. "One of the classic problems in succession planning for the industry is the average age of the adviser, which is currently about 58 years old - so how do we take into account that people may not work unti...
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