Guides to financial advisory acquisitions
Everything you need to know about buying or selling a financial services business or client bank.
There’s no denying that acquiring a successful financial advisory firm or client bank can be a great way to bolster your own growth plans, while seeking an exit strategy for retirement can provide a host of rewards – both financial and otherwise.
If you’re looking to grow your financial services business with the purchase of an existing practice, or perhaps you’re a retiring IFA who’s planning ahead, our collection of guides are designed to offer the advice you need, at the right time.
Nine Things to Consider Before Purchasing an FA Firm or Client Bank
Nine Things to Consider Before Purchasing an FA Firm or Client BankWhere to Begin by Victoria Hicks, director at The City & Capital Group. Acquiring a successful Financial Advisory (FA) firm or client bank can be a great way to bolster your own growth plans. But, it’s important to make sure you have absolute clarity on the process involved – before you commit to buy. Retaining clients and key members of staff, as well as [...]
Nine Questions to Ask If You’re Thinking of Selling Your Financial Advisory Firm
Nine Questions to Ask If You’re Thinking of Selling Your Financial Advisory FirmWhere to Begin by Victoria Hicks, director at The City & Capital Group. There are many reasons why you might be considering the sale of your financial advisory (FA) firm, or client bank. From seeking an exit strategy for retirement, to reducing the burden of compliance in order to spend more time with clients, selling a business can provide a host of rewards [...]
What our clients say...
Lastest News
Are less women putting themselves forwards for new roles in financial services?
There has been a huge push towards getting more females represented in the financial services industry and towards parity in pay – following the government’s campaign to close the gender pay gap. But has this achieved enough, and are women being overlooked – or are they not ‘part of the race’? At City & Capital we believe in ‘meritocracy’ and that people should be judged on their own actions rather than any pre-determined characteristics. However, […]
Leeds can – and should – attract the best financial talent in the country… here’s why
Yorkshire is home to many diverse economies and welcoming communities – none more so than in the city of Leeds. Working in such a welcoming part of the region that thrives on inclusivity can be inspiring, alongside the creative, hardworking and passionate people within it. With top-of-the-class universities attracting thousands of individuals to its campuses each academic year, Leeds comes alive time and again as a new wave of diverse talent descends onto the area […]
A day in the life of Victoria Hicks
Last month, our City & Capital Acquisitions director, Victoria Hicks, spoke to the Yorkshire Post about a typical working day in the life of a financial services acquisitions specialist.
How can we help?
Sell my financial advice firm
Grow my financial services business
Find a headhunter in the finance sector
Financial services executive search and recruitment
Contact Us
Victoria Hicks
Group Director
• • • •
Autempore cum in exerum quam excesti vid quidi oditatur alitatibus porionecabo. Ullab in rent odipsum voluptur? Gitatum rendeliqui con culpa pellatius molo expla essum comnis venietur? At officab orerepu dipsant perorpo repero vellessi ad quat untium remolo te nonem faccatum unt, quate nonsent quatia lantibe dolecupta.
Comnim volorrumqui omni od quam fuga. Ipsamust aut evelis aut explabo rehendio officiis et dolupid uciatem pelenet laut ommoluptaque consequia nihilluptas doluptatem que lantibe rferfer uptassinvel ium faccus, tores simi, et ommolorrum, audis dendior eptatempero doluptatquis am auda voluptaquia disque omnis dolo tem que net etur?