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9 th April 2021 4:23 pm This article is part of Money Marketing’s brand new hub, Financial Adviser 2B. For more great content, click here Speak to any successful adviser about how they started out in the profession and chances are they will talk about their mentor, perhaps without even using the word. Mentoring does not have to be a long-term formal arrangement or even labelled as such. It can take any form that suits the parties involved. Contrary to popular belief, mentoring is not something that will only be of use to younger advisers or those at the start of the career either. More experienced advisers can also benefit – not only if they are moving into a new sector but from rewarding relationships they form with their own mentees, too. ....
As it rebrands the business Independent Wealth Planners UK (IWP) has made several changes to its Welsh regional hub. The IFA group has changed the operation’s name to Maven Wealth Management from Bartholomew Hawkins Asset Management, which was acquired by IWP in 2019. IWP has also appointed Wes Nixon as chief executive of the hub. The firm said: “The name change reflects the broad range of services offered by Maven Wealth Management and represents the holistic financial advice offered and the tailored service Maven clients experience.” Maven’s support staff and advisers will continue to serve their clients from their Cardiff offices. Maven will remain independently authorised and regulated by the Financial Conduct Authority. ....
Succession on hunt for ‘strategic acquisitions’ By Katey Pigden 14 th January 2021 8:40 am Succession Wealth will be on the lookout for “strategic acquisitions” this year to enhance the firm’s scale and future growth potential. The company says it will also continue to invest in organic growth opportunities. In a summary of unaudited results for the year ended 31 December 2020, Succession said it demonstrated the resilience of its business model last year. Total assets under advice increased slightly to £7.67bn, while underlying profit grew by 40 per cent to £10.3m up from £7.4m in 2019. Succession now has more than 17,000 clients as 552 new clients joined the books last year. ....
| UPDATED: 07:09, Mon, Jan 11, 2021 Link copied Make the most of your money by signing up to our newsletter for FREE now SUBSCRIBE Invalid email When you subscribe we will use the information you provide to send you these newsletters. Sometimes they ll include recommendations for other related newsletters or services we offer. Our Privacy Notice explains more about how we use your data, and your rights. You can unsubscribe at any time. When purchasing a home, a lot of emphasis is placed on saving up enough money to secure a property with a house deposit. However there are a number of other costs associated with buying a home. Express.co.uk spoke to some property experts about the extra costs buyers should prepare for when purchasing a property. ....