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...
I didn’t realise my worth until I spoke to The City & Capital Group. I was having some issues with my practice principle and this left me questioning both myself, and whether I even wanted to be an adviser.
The City & Capital Group told me not to sell my business! I wanted additional support and, having struggled to recruit, I thought selling my firm would help.
I consult for various advice firms and have relationships with a number of brokers. What I enjoy about working with The City & Capital Group is they are always calling me with ideas and suggestions that I do not normally hear about. I would happily recommend The City & Capital Group to others, although I want to hear about any opportunities first please!
Lastest News
The City & Capital Group names former Jones Hill boss as latest senior hire
West Yorkshire-headquartered financial consultancy, The City & Capital Group, has appointed Brian Hill as its new head of acquisitions and succession planning. With over 15 years of professional practice, Brian brings with him personal experience of the acquisition process, having made a seven-figure exit from his award-winning, independent financial advice firm – Jones Hill – to Perspective Financial Group in September 2020. Under his new remit – which began earlier this month – Brian will […]
City & Capital Group targets significant growth with shake-up of industry norms and key hires
The City & Capital Group is preparing for significant growth in 2021, following the launch of a fixed fee recruitment proposition for financial planning and wealth management firms, a new M&A Partner service for vendors, and two key hires. The Yorkshire-based financial services consultancy will make the hiring process within the profession more affordable and transparent via a new, fixed fee model. In a bid to tackle the mounting advice gap within the sector, newly […]
Meet Jonathan Barrow – The City & Capital Group’s Acquisitions Director
The City & Capital Group wouldn’t be where it is today without some of the fantastic people who make up our team. In celebration of them – and all the hard work they put in – we wanted to deliver a shoutout on our blog. This month, we’re getting to know director at City & Capital Acquisition, Jonathan Barrow – who joined us in February 2020. Sum up your role in just one paragraph: Delivering […]
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
Victoria Hicks
Group Director
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