The Findings
-
What makes your business interesting to consolidators and how can you ensure your exit strategy goes as smoothly as possible?
The Findings - Winning Advisers, Tuesday 13 October 2015 - Tylney Hall, Hook, Hampshire
-
What next for long term savings?
When advising a client on a long term savings strategy, choosing the right tax wrapper is just as important as choosing the right investment strategy.
-
WHAT SUPPORT ARE INTERMEDIARIES LOOKING FOR FROM A NETWORK IN TODAY’S WORLD?
-
WHAT WILL YOUR BOOK OF CLIENTS LOOK LIKE IN 10 – 15 YEARS AND WHAT WILL THEIR INVESTMENT NEEDS LOOK LIKE?
-
WHAT WILL YOUR BOOK OF CLIENTS LOOK LIKE IN 10 – 15 YEARS? WHAT WILL THEIR ATTITUDE TO WEALTH BE?