In this video Debbie Dry details how Wealth Holdings support adviser businesses as they progress through the next stages of their development. This may be through exit plans, acquisitions or succession planning.
As Group Integration Director at a national IFA, Debbie was responsible for overseeing the successful integration of over 50 firms, maintaining attention to detail and enthusiasm for bringing all parties on the journey.
To find out more or contact Wealth Holdings directly, please click here
