Latest Wealth Holdings Articles In IFA Magazine

Latest Wealth Holdings Articles In IFA Magazine

This month's IFA Magazine features both Wealth Holdings CEO Keith Brown and our Director & Head of Integration Debbie Dry.

Top tips on valuing your IFA business today | IFA Magazine

Top tips on valuing your IFA business today | IFA Magazine

Debbie Dry was recently featured in IFA magazine sharing her tips on valuing your IFA business.

VIDEO: Buying and Selling IFA Practices

VIDEO: Buying and Selling IFA Practices

Debbie Dry was recently featured in a SimplyBiz Advice Show discussing the pros and cons of buying and selling IFA practices.

To DD or not to DD – surely there is no  question?

To DD or not to DD – surely there is no question?

The Importance of Due Diligence in any M&A activity.

An Exciting New Partnership with SimplyBiz

An Exciting New Partnership with SimplyBiz

We are extremely excited to formally announce our partnership contract with SimplyBiz to represent buying firms as part of the Horizon project.

Introducing the New Look Wealth Holdings

Introducing the New Look Wealth Holdings

We are extremely excited to announce the first in a series of developments regarding Wealth Holdings.

Using FinTech to Provide Value for Customers

Using FinTech to Provide Value for Customers

According to Quilter's the average age of a financial adviser in the UK today is 58.

How Can We Do More?

How Can We Do More?

Customers are overwhelmingly satisfied with service from advisors – combining technology can only but create a greater client reach.

Advisory Industry - Potential to Grow

Advisory Industry - Potential to Grow

The advice sector continues to move from strength to strength and will adapt further over the coming decade

Sometimes Scale Does Matter!

Sometimes Scale Does Matter!

Working with an umbrella organisation ,that shares your values, can give you access to a best of breed infrastructure

The Largest Retail Asset Class in the UK?

The Largest Retail Asset Class in the UK?

Over the years, research from residential property specialist Savills, has revealed a fascinating insight into the ownership of residential property in the UK.