1st Friday
Tax Chat

IFAs Your business – Strategy & exit planning

IFAs Your business – Strategy & Exit planning

As IFA’s you are used to speaking to your clients about financial planning and we find the approach taken by many IFA’s touches on many aspects of what we do. Our “Wheel of Fortune” takes clients on a strategic journey and covers everything form why they get out of bed to what’s going to happen when they’re dead!

However well you might do this for your clients we find you cannot be all things to all people and it is usually your own business affairs that get relegated to the bottom of the pile.

As a client of ours this would not be allowed to happen and we ensure you are guided, cajoled or even pestered into thinking about your own strategic plans.