Independent Financial Advisors (IFA)

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.

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

For a review, assistance or a general free of charge discussion over future ideas and options please get in touch,

Get in Touch

Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant