consolidation

Regulatory pressures propel surge in consolidation in financial advice sector

'Acquirers are increasingly looking at consolidation, not aggregation’

Cultural alignment and flexibility improves retention

A total 107 deals were confirmed in 2023 down from 132 in 2022

Getting clients ‘match ready’ before going to the marketplace

Deal signed for Goodman Chartered Financial Planners in Tunbridge Wells

Despite this, new FCA data shows the number of IFAs ‘held steady’

Firm has offices in Peterborough and Bishop’s Stortford

Perspective has signed eight acquisition deals in 2023

Sacre Associates is a whole of market advice firm in Chelmsford