succession planning

Open to people in all roles working in financial planning firms

‘When the pressure mounts up during a deal, it can get quite emotional’

'Coordinated advice is often required to ensure that family objectives can be met'

Designed to attract new entrants into the profession

Top financial advice employers

Wants to create a ‘minimum set of standards’

To help advisers deal with the £7trn great wealth transfer

Members include succession specialists from 7IM, MKC Wealth and Quilter

Rethinking succession plans

The Succession Alliance