News & Insights
We have a team with a lot of strong views. We will try and give our take on industry articles as well as set out our own thoughts.
M&A Webinar
Here is a write up of our recent M&A webinar where we joined a panel of experts discussing the current market
Is there a magic formula when selling an advice business?
Wealth Holdings’ Acquisition Manager, Kayleigh Fox, has been talking to Brandon Russell about her career and the subtleties which enable effective exit or acquisition strategies to come to a successful conclusion.
The Importance of Collaboration in M&A
An article written in association with our clients Southernhay Financial Planning and colleagues at Oakfield Recruitment on working together to achieve excellent mutual outcomes.
Why working with a trusted adviser really matters-Part 2
In this second article in a two-part Q&A series with IFA Magazine’s Brandon Russell, Keith Brown, Chief Executive of Wealth Holdings, discusses...
The Final Countdown: IFAM’s June edition is live
Welcome to the June edition of IFA Magazine. As regular readers are probably aware, your friendly Editor is rather partial to a song title for this column.
Why working with a trusted adviser really matters-Part 1
In this two-part Q&A with IFA Magazine’s Brandon Russell, Keith Brown, Chief Executive of Wealth Holdings, talks to us about how business is conducted as a mergers and acquisitions brokerage...
IFAM 118 | A spotlight on Multi-Index | May 2023
And so begins the merry month of May. With three bank holidays in just one month that’s one thing to help many of us feel merry...
Is MBO the way to go for IFAs?
Wealth Holdings are specialists focusing on mergers and acquisitions, succession planning and post-deal integration in wealth management and financial services businesses.
IFA Magazine’s March edition is live now: Hare we go!
As the tax year-end zooms into view, advisers and their teams will be bracing themselves for a particularly busy few weeks ahead with what looks like being one of the most decisive tax year-ends for many years.
Fulfilling your business goals in 2023
Many advisers will be thinking that 2023 is the time for them to consider exit strategies.
IFA 115 | Spring it on | February 2023
Apparently, being one of the first flowers of spring, the snowdrop can symbolise new beginnings, hope and the ability to overcome challenges.
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
Debbie Dry was recently featured in IFA magazine sharing her tips on valuing your IFA business.
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?
The Importance of Due Diligence in any M&A activity.
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
We are extremely excited to announce the first in a series of developments regarding Wealth Holdings.
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?
Customers are overwhelmingly satisfied with service from advisors – combining technology can only but create a greater client reach.
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!
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?
Over the years, research from residential property specialist Savills, has revealed a fascinating insight into the ownership of residential property in the UK.