Guides
Please see our range of guides for you to download and use
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 [...]
What our clients say...
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 […]
Top Tips when Navigating Due Diligence
We understand how difficult, long and occasionally worrisome the due diligence process can be. So here are our 5 top tips to help you navigate this critical part of the sale process.
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?