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 [...]
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Lastest News
Meet Graham Strugnell – The City and Capital Group’s financial services consultant
As we look back on 2019, we know we wouldn’t be where we are today without our fantastic team. In the final instalment of our employee Q&A, we’re learning a little bit more about our financial services consultant, Graham. Summarise your role in one paragraph: I’m here to meet and help financial advisers who want to buy or sell a company or client bank. Having been through the process myself, I enjoy sharing my story […]
Stuart Hicks looks forwards – and back – for Yorkshire Business Insider
Our MD, Stuart Hicks, spoke to Yorkshire Business Insider this week about how 2019 looked for The City & Capital Group, as well as what 2020 has in store for the financial services industry. In case you missed the piece, catch up on our comments below. 2019. The year of the stop, start, revert and repeat. With political and economic uncertainty so prevalent for our financial services clients, it really has been a tough year […]
Meet Catherine Waite – The City and Capital Group’s Head of Research and Administration
This month we’re finding out more about our financial services head of research and administration, Catherine Waite. She’s dedicated and puts clients and candidates first – especially if they happen to be Tom Hardy!
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