Vicky Pearce and Roderic Rennison look at the process of selling an advice practice and highlight the importance of due diligence despite it being potentially 'intrusive, tedious and stressful'.
It has taken Holistic Pension Transfer Specialists (HPTS) 30 months to return to unrestricted trading after six of its case files were deemed “unclear” by the Financial Conduct Authority (FCA) in November 2019, the firm revealed.