Professional Adviser

Kerry Nelson: Today's dealmakers must not forget clients

Potential for disruption

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Kerry Nelson: "We really do not like recommending businesses that then end up in a closed operation or where any client’s money might be considered ‘legacy’ or ‘slow growth’."
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Notwithstanding the protestations of those involved that all will be well, Kerry Nelson says, clients risk potential disruption from the current bout of M&A activity in financial services

As IFAs who spend much of our time urging investors to harness the power of the stockmarket, we cannot exactly complain too much about the recent spate of takeovers and deals in UK financial services....

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