Wealth Management & Insurance Recruitment Experts
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We scale teams within the Wealth Management and Insurance Professions 

Our award-winning combination of advanced technology and cutting-edge methodology produces, in-depth candidate assessment, streamlining the recruitment process, reducing costs and commercial down-time, and increasing new employee retention.

All recruitment that follow our recruitment methodology includes a replacement guarantees up to 12 months, as 96% of candidates are still in post on their one year anniversary!

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Blogs

Financial Transparency When Selling Your IFA Business

Financial Transparency When Selling Your IFA Business

Why is Financial Transparency Key to a Successful IFA Business Sale? When selling your IFA business, financial transparency plays a crucial role. Potential buyers will scrutinize your financial health, and providing clear, honest, and comprehensive financial information is essential. Transparency isn’t just about goo... read more...

Is your Team ready for a sale?

Is your Team ready for a sale?

Staffing your IFA firm Let’s dive into another key factor that can significantly impact the value of your business: a stable team. When buyers look at purchasing an IFA business, they aren’t just acquiring a portfolio of clients—they're investing in the people who make the business thrive. Here’s why having a stable... read more...

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