succession planning

Advisers confident in their service quality but can benefit from support

Bringing young talent into a firm is ‘an upfront pain for future gain’

Should be an ‘entire phase’, advisers told

'In the early stages there should be both a strategic plan and a business plan'

‘You'll have far more likelihood to be able to sell on your terms if you plan early’

The challenge of stepping up for fresh talent

Deal signed for Goodman Chartered Financial Planners in Tunbridge Wells

Crescent Independent and clients of Bury IFA acquired for undisclosed sum

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

Acquisition follows a £145m January deal for a City of London adviser