Looking back over 2024, despite a challenging economic environment, with high interest rates and lingering market uncertainty, the financial planning sector has continued to demonstrate resilience.

In this 10-minute video, our Managing Director, Louise Jeffreys, shares insights into the key trends and regulatory changes from 2024 and how they are shaping the financial planning M&A landscape in 2025.

Whether you’re a business owner looking to optimise your succession strategy or building an acquisition plan,  this video is designed to keep you informed and prepared. Stay tuned for an in-depth analysis!