Simon Chamberlain: How We Value And Acquire Financial Planning Businesses

    Most financial advisers build their businesses in hope that someday they would capitalise their life’s work by selling the business on but what do buyers look for in an financial advice business? In this second part of my interview with Simon, we talks about Succession’s approach to valuing and acquiring financial planning businesses. […]

To access this post, you must purchase Pro Membership Monthly.
Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

Read Full Bio