Lee Hartley: Ask lots of questions, don't eat the bulls**t

Never mind the stock answers

clock • 4 min read

The advice sector is ‘frothy’ right now, to use corporate finance parlance. Lee Hartley sets out the questions all business owners should ask when talking to consolidators…

Full disclosure, I stole the title from the lyrics of a song by the pop/punk band Hey! Hello!… however, I think it frames this missive quite well. The point I'm trying to make is that right now our sector is in an extremely dynamic state (commonly known as ‘frothy' in corporate finance vernacular) with huge amounts of M&A activity - but this comes with a lot of associated ‘noise'. As a consequence, there are a multitude of wealth management consolidators (or simply businesses like us who grow through structured acquisition) all waving chequebooks around and making lots of promises. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Editor's view: Women in Financial Advice Awards

Editor's view: Women in Financial Advice Awards

The editor's Friday Night Takeaway from 14 November

Jen Frost
clock 14 November 2025 • 2 min read
Advising corporate clients: An ageing workforce comes with different challenges

Advising corporate clients: An ageing workforce comes with different challenges

Focus on employees who are unpaid carers

Tony Miles
clock 11 November 2025 • 4 min read
News editor's view: A week of warnings

News editor's view: A week of warnings

The news editor's Friday Night Takeaway from 7 November

Sahar Nazir
clock 10 November 2025 • 3 min read