Louise Jeffreys

Selling IFA firm
WATCH NOW: The Selling Process-10 mins Highlights

Overview: Our market overview presentation will include current outlook of the buying market; business valuation trends; the selling process, timeline and key considerations; how to build value in business to be as attractive as possible in the market place.

Selling IFA firm
WATCH NOW: Value Drivers – 6 mins Highlights

Overview: Our market overview presentation will include current outlook of the buying market; business valuation trends; the selling process, timeline and key considerations; how to build value in business to be as attractive as possible in the market place.

Selling IFA firm
WATCH NOW: Business Valuation Trends – 10 mins Highlights

Overview: Our market overview presentation will include current outlook of the buying market; business valuation trends; the selling process, timeline and key considerations; how to build value in business to be as attractive as possible in the market place.

Selling IFA firm
WATCH NOW: Current Outlook of the Buying Market -15 mins Highlights

Overview: Our market overview presentation will include current outlook of the buying market; business valuation trends; the selling process, timeline and key considerations; how to build value in business to be as attractive as possible in the market place.

5 Myths selling your IFA business
Double acquisition establishes Northern Ireland presence for Wren Sterling

The Wren Sterling Group has added around 2,000 clients and £400m of assets with the purchase of three firms – ... Read more

Titan Wealth acquires Ravenscroft’s UK business

Titan Wealth Holdings has announced it has entered into a share purchase agreement to acquire Ravenscroft‘s UK-based investment management business, ... Read more

Hurst Point acquires Helm Godfrey

 Hurst Point Group, a leading UK wealth management business, has announced that it has agreed terms for the acquisition of ... Read more

Succession Wealth acquires Edinburgh-based adviser

Succession Wealth, one of the UK’s largest wealth management and financial planning groups, has announced the acquisition, subject to FCA ... Read more