Debbie Dry’s Post

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Acquisition Director at Loyal North ✧ I help Financial Planning business owners with succession planning and integration or exit ✧ Protecting your legacy & business ✧ Ensuring continuity & security for clients and staff.

Not all acquirers are the same!   There are acquisition options that are not predicated on fee rises. At Loyal North Plc, our objective is continuity for clients, and that includes client fee structures.    If you would like to have a confidential conversation with a non-PE/provider backed acquirer about capitalising your financial planning business, then please contact Debbie Dry or Wes Nixon FPFS FCII.    #financialplanning #wealthmanagement #adviceconsolidation

‘There’s no pressure to raise fees’: How ex-IFA shunned consolidators with MBO

‘There’s no pressure to raise fees’: How ex-IFA shunned consolidators with MBO

citywire.com

Dave Robinson FCCA APFS MCSI TEP LLAA IMC

Retired Chartered Accountant & Chartered Financial Planner, now applying his knowledge and experience as a part-time Consultant, Charity Trustee and Volunteer in the run up to a proper retirement one day!

7mo

How do you reconcile continuity for all clients with the FCAs Consumer Duty Regime as a matter of interest? No consolidator can run a series of different business models when the Regulator is basically saying every organisation which gives advice has to define and settle on best practice and apply it throughout. No-one can guarantee continuity of process, service proposition and fee structure and its very naive to claim than you can. The best chance of ensuring it is without doubt though an internal succession of one form or another other.

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