Our work with IFAs and Wealth Managers is done on a strictly confidential basis.
We do not share which clients who we are working with or what work we are doing mainly to ensure the integrity and sensitivity each client requires given the decisions, changes they are looking to make, and how competitive the market place is.
Get in touch if you are an IFA looking to:
- Expand
- Partner up
- Sell
- MiFID II guidance
- Support with the FCA
- Assessment of the options
- Understand your valuation / worth
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