Catalyst Partners

What a way to start a year...at Catalyst Partners, the success of our client is our mission and we love hearing from them! Thank you Warwick Financial Solutions Ltd for the valuable feedback. #CatalystPartners #CustomerFeedback Roderic Rennison Andy Cumming Martyn Laverick John Chapman

🚀 Unlock Your Firm's Full Potential 🌟 Did you know that two simple changes could add millions to the value of your financial advice business? 📊 This must-read white paper from Octopus Money and Catalyst Partners dives into the hidden costs lurking in your client book and how to tackle them effectively. Whether you're planning to sell your firm or simply want to future-proof your operations, the insights shared here are game-changing: ✅ Identify the true cost of servicing clients. ✅ Refocus your resources on high-value opportunities. ✅ Meet the demands of the Consumer Duty era while reducing inefficiencies. 💡 One key takeaway? Aligning your client base with your firm's strengths not only boosts profitability but also attracts acquirers willing to pay a premium. Take the first step toward transforming your business today. 🏆 Martyn Laverick John Chapman 🔗 https://lnkd.in/edhiJRCD

🌟 Webinar Alert: The impact of the changes in the 30th October 2024 Budget on intermediaries’ succession plans and planning considerations for the future Join us for an insightful webinar that will explore: ✔ How the Budget impacts succession planning for intermediary firm owners. ✔ Practical considerations for those preparing to sell or planning for the future. 💡 Who Should Attend? This session is designed for firm owners ready to sell or those planning ahead for a future transition. 🎤 Speakers Include: Chris Morris, Chartered MCSI | Head of Financial Planning Policy & Engagement, CISI Roderic Rennison FCII, FPFS, CFP Chartered MCSI, CDir FIoD Roderic Rennison is a Partner of Catalyst Partners, who work with the owners of financial planning firms to enable them to realise their succession plans. Whilst most clients, after considering their options, decide to sell their firm, Catalyst Partners also provide expertise in relation to management buy-outs and associated funding, Employee ownership Trusts and family succession. 📅 When: Tuesday 14 January 2025, 12:30 - 13:30 GMT (1 CPD hour) 📍 Where: Online CISI Event details 👉https://lnkd.in/esRfwKRS 📈 Learning Objective: Gain clarity on how recent Budget changes affect succession planning and learn actionable strategies to future-proof your business. 👉 Secure your spot today https://lnkd.in/esRfwKRS #FinancialPlanning #SuccessionPlanning #BudgetImpact #Intermediaries Roderic Rennison John Chapman Andy Cumming Martyn Laverick

This morning I attended the 'Reimagining Retirement Launch Breakfast', organised by Charles Stanley at the historic Burlington House, where industry leaders gathered to explore innovative approaches to retirement planning and discuss the evolving landscape of financial future. Thank you Tom Hawkins and Charles Stanley for the invitation and a great session. #CatalystPartners Martyn Laverick John Chapman Andy Cumming

✔ Did you know that over 70% of transactions fail to enhance the acquirer's value? Worse, many sellers are left dissatisfied. In the recent article 🚨 '10 Common Mistakes to Avoid When Selling Your Firm' Roderic Rennison dives into the challenges and opportunities involved in selling a financial intermediary business. 💡 Pro Tip: Careful planning and attention to detail are essential. Eliminating these pitfalls can significantly improve the chances of a successful sale. Read the full article here and do get in touch for any questions rr@thecatalysts.uk https://lnkd.in/eNv8-hWQ #BusinessSales #FinancialServices #MA #Leadership #CatalystPartners Roderic Rennison John Chapman Martyn Laverick Andy Cumming

📢 Exploring the Impact of the Budget on Consolidation In the recent article, "Has the Progress of Consolidation Been Affected by the Budget?" with FT Adviser, Roderic Rennison unpacks the Budget’s implications for the financial intermediary sector, emphasising that: ✔ Tax changes won’t deter serious buyers or sellers ✔ The UK remains attractive to private equity due to favorable arbitrage opportunities compared to the US ✔ Poorly run firms will continue to struggle to attract buyers - a trend that predates the Budget ✔ Thoughtful planning remains essential for successful outcomes in M&A transactions ➡️ Read the full article here: https://lnkd.in/g28pRnkV Thank you to FT Adviser for providing the platform to share these insights. #FinancialPlanning #Consolidation #PrivateEquity #BusinessStrategy #CatalystPartners John Chapman Roderic Rennison Martyn Laverick Andy Cumming

Hi everyone, Due to popular demand, we have recently released a two part mini series on exit and investment strategies for the financial advisory sector. I thoroughly enjoyed sitting down with a couple of experts in this space - Roderic Rennison and Alex Canham, and we discussed everything from regulatory and budget implications, to top tips for both buyers, sellers and investors. Please do have a listen and feel free to get in touch with any questions or feedback. #financialadviser #ifa #mortgageadviser #insurancebroker #consumerduty #fca #howden #pi #professionalindemnity

💬 In the latest episode of ‘In conversation with Roderic Rennison: Navigating Buying and Selling Post-Budget’, editor Tom Browne sits down with Roderic Rennison to explore the evolving landscape of buying, selling, and consolidation in the financial sector post-budget. 🎙️ Key topics include: ✔Changes to Business Asset Disposal Relief (BADR) ✔The UK’s appeal to private equity firms ✔Why “the tax tail should not wag the deal dog” 📢 Listen the full episode 👉 https://lnkd.in/gfSQTxKS #Finance #WealthManagement #PrivateEquity #FinancialPlanning #CatalystPartners #Consolidation John Chapman Martyn Laverick Roderic Rennison Andy Cumming

An incredible two days filled with connection and inspiration! The experience began with a wonderful dinner accompanied by carol singers, creating a festive and uplifting atmosphere. The next day at Owen James A Meeting of Minds Advisory Distributors I had a chance to reconnect with industry professionals and delve into thought-provoking sessions: 🔹'M&A: Has the Game Changed?' with David Swanwick from Dimensional Fund Advisors and 'A Race to the Bottom? How to Demonstrate Value for Money in Model Portfolio Services' with William Marshall from Hymans Robertson The meaningful conversations and shared insights made this event truly valuable. If you'd like to continue the discussion, feel free to reach out to me at ml@thecatalysts.uk #AdvisoryDistributors #MergersAndAcquisitions #WealthManagement #ValueForMoney #CatalystsPartners John Chapman Roderic Rennison Andy Cumming Owen James

Thinking about your firm’s future? Transition strategies, exit paths, and investment options are hotter topics than ever in the financial advisory sector. I was pleased to contribute to an insightful discussion hosted by Chris Davies, Executive Director at Howden Insurance Brokers Limited, alongside Alex Canham from Herrington Carmichael LLP. Listen to the podcast below and let’s connect to continue the conversation! 📩 rr@thecatalysts.uk #MergersAndAcquisitions #FinancialAdvisory #GrowthStrategy #CatalystPartners Martyn Laverick John Chapman Andy Cumming