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 […]

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 […]

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 […]

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 […]

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 […]

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.

Why are our sellers selling? As Simon Sinek once said – “Start With Why” – so that’s what we do! Why are you thinking about selling your business? In working with our sellers well in advance of beginning the acquisition project, we dig deep, getting to the source of why they are considering a sale,ensuring their objectives are fully met.  Here’s a round-up of the top 6 reasons our sellers are seeking an exit, in […]

When it comes to selling your business, the Coronavirus pandemic has got business owners across the country asking all sorts of questions. And last month, Jonathan Barrow, director of acquisitions at City & Capital, spoke to International Adviser about making a sale amid the covid-19 crisis. We believe that the pandemic has not fundamentally changed the make-up of the financial advice acquisition market, and in case you missed it, you can catch up via the […]

West Yorkshire-based financial services growth consultant, The City & Capital Group, has added 35 years of additional mergers and acquisitions (M&A) and talent attraction expertise to its CV, with the appointment of two new Directors. Jonathan Barrow has been named as the firm’s Director of City & Capital Acquisitions, while Mike Aitchison has come on board as Director of City & Capital Headhunters. The duo joins company owners – and husband-and-wife team – Stuart and […]

What do you think of the word ‘brand’? You might think of the Nike ‘swoosh’, the golden arches of McDonald’s or the red can of Coca Cola. In this context, it can be difficult to know what it means for you: is it your logo, your colours or your website? The answer is it’s all those things and more. Your brand is whatever identifies your business and communicates what it’s about. That might be your […]