Author Archives: Rob Stevenson

In just a few weeks, the FSA’s confirmation of the application of customer agreed remuneration or CAR to existing contracts has fundamentally changed the way many IFA firms are valued and purchased. You so much as look in the direction … Continue reading →

 I love Twitter. As I often work alone, it’s gives me an insight into other people’s lives, businesses, passions and so on. I think Phil Young of threesixty (@philyoung360) summed it up nicely the other day when he said ”part staff room, … Continue reading →

If you’re thinking of selling your IFA business soon, then you should be aware of how different sizes of firm are valued, as this could affect your future wealth. Small IFA firms are often sold as a ‘business’ and valued on … Continue reading →