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.
Why should a candidate accept your job offer?
Why should a candidate accept your job offer? A guide for hiring managers Stuart HicksFounder and MDAt The City & Capital Group, we collate information from our candidates on a regular basis. It helps us to keep improving, which in turn helps us to achieve better results for our clients. Striving to understand the demands of the market, we recently reviewed opinions from 50 of our candidates who previously accepted key positions with our clients [...]
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 [...]
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Lastest News
Senior and graduate appointments for The City & Capital Group
West Yorkshire-based financial consultancy organisation, The City & Capital Group, has made a pair of hires across its acquisitions, recruitment, and headhunting divisions, with the appointment of a group relationship director and a graduate relationship manager. Paul Greveson has joined the team as group relationship director, bringing with him 35 years of industry experience – most recently as business development director for Regentia Lifestyle Planning and Regency Financial Planning. Having also previously founded, grown and […]
Guest Blog – Insight from an Outsourced Paraplanner
By Edward Spencer DipFA – Founder & Owner at Para-dox Paraplanning The role of the paraplanner has certainly evolved over the years, but the reliance and importance of the paraplanner has most probably been the biggest change. Amongst the vast majority of IFA and financial planning practices across the country, the paraplanner has become an integral part of the team. The definition of a paraplanner can vary considerably throughout the profession, and I’ve witnessed this […]
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