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Latest Breaking News On - Louise jeffreys - Page 3 : comparemela.com
79% of advisers include succession planning in their business plans
Just under four-fifths of advisers include succession planning in their annual business planning cycle. This is according to Gunner & Co.
Louise jeffreys
Gunner co
Consumer duty
Elevation Financial Group expands in South-East with acquisition
Elevation Financial Group (EFG), a Birmingham-based wealth management firm, has acquired Innovate Financial Solutions (IFS).With this deal, EFG hopes to bolster its presence in the South-East. It will maintain IFS’s offices in both Essex and London.
North yorkshire
United kingdom
City of
Tony tillett
Gary lewis
Louise jeffreys
Tony smith
Gunner co
Financial solutions
Elevation financial group
Innovate financial solutions
South east
IFA consolidator buys Essex-based advice firm
It is the acquirer’s 11th deal in the market
United kingdom
City of
Tony tillett
Gary lewis
Louise jeffreys
Tony smith
Gunner co
Financial solutions
Elevation financial group
Innovate financial solutions
Oakham basedjp leefe
Warwick based pendra wealth management
Cedar wealth planning
Why do some advice companies keep acquisitions quiet?
'I would estimate at least 50% of deals are not released to the press'
United kingdom
Daniel baade
Louise jeffreys
Ferguson oliver
International adviser
Dyer baade company
Gunner co
Gunner co jeffreys
Financial conduct authority
Chase de vere
Portfolio adviser
Dyer baade
Why do some advice companies keep acquisitions quiet?
'At least 50% of deals are not released to the press'
United kingdom
Daniel baade
Louise jeffreys
Ferguson oliver
International adviser
Dyer baade company
Gunner co
Gunner co jeffreys
Financial conduct authority
Chase de vere
Dyer baade
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