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Looking for an exit? Consolidation among acquirers expected in 2024

In the second of a two-part interview series, Jenna Brown talks to Catalyst Partners about the future of the UK financial advice consolidation market and why some private equity backers could soon be looking for an exit… ....

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Emotional journey: Catalyst Partners on the art of selling IFA firms

Roderic Rennison, John Chapman, Martyn Laverick and Andrew Cumming, the seasoned industry professionals that make up Catalyst Partners, talk to Jenna Brown about the emotional journey that IFA business owners take when selling their firm… ....

United Kingdom , Torquil Clark , Robson Rhodes , John Chapman , Roderic Rennison , Martyn Laverick , Andrew Cumming , Merrill Lynch , Bradford Bingley , Skipton Building Society , Catalyst Partners , Scott Moncrieff Wealth Management , Grant Thornton , Skipton Building , Roderic Rennison , John Chapman , Martyn Laverick , Andrew Cumming , Selling Up , Business Owners ,

Inside True Potential's quest for acquisition dominance

Inside True Potential’s quest for acquisition dominance
By
Sonia Rach
8
‘If something seems too good to be true, chances are it probably is.’
This much-touted adage could apply as much to adviser acquisitions as to other aspects of life.
For the past year and a half, True Potential has been promising to pay retiring advisers 8 per cent of their assets under management as long as they transfer clients to its internal proposition.
The deal offered 8 per cent up front when it was introduced. This year that changed to 4 per cent up front, with the remaining 4 per cent paid over the next 12 months. ....

David Dunn , Daniel Harrison , Martyn Laverick , Financial Services Compensation Scheme , True Potential , Money Marketing , True Potential Wealth Management , டேவிட் டன் , டேனியல் ஹாரிசன் , நிதி சேவைகள் இழப்பீடு திட்டம் , பணம் சந்தைப்படுத்தல் ,