Jacqueline Lockie: Successful succession planning for advice firms

'Set a date - a line in the sand'

clock • 4 min read
Jacqueline Lockie: "Preparation now will give you more options and potentially more money when that time comes."
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Jacqueline Lockie: "Preparation now will give you more options and potentially more money when that time comes."

In the first of a series of articles, Jacqueline Lockie outlines how adviser business owners looking to exit should prepare themselves and their firms. Forward planning is essential when looking for a successor...

Much has been written about the evolving financial advice market. In the UK there are significant numbers of small financial planning firms. Data from Financial Conduct Authority (FCA) suggests that there...

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