Compounding ‘requires patience’, Continuum IFA says
Insurance could be used as the government closes other loopholes
Adviser numbers have also increased by 14% at the national IFA
Advisers must offer clients ‘emotional, mental, and general health support’
Fast growing businesses are ‘overlooking opportunities’
National IFA’s succession programme manages whole of sale process
Plymouth national IFA was minority acquired by M&G in March
Follows previous acquisition of Sandringham Financial Partners
Plymouth-based national IFA now has 63 advisers working for it
Ambitious growth plans to become ‘a true household name’