On this week’s IFA Talk, Brandon and Jac talk to Angus MacNee, CEO of Validpath, whose network over the past 20 years has helped 100s of IFAs and IFA businesses to operate and thrive across the UK.
They recently launched their alternative to consolidators, a do-it-yourself option called ‘Succession Solution” for those advisers looking to sell their business or retire. We caught up with Angus to find out more about the dynamics of the marketplace.
In this month’s Special Mortgage and Property edition of IFA Talk, Sue and Brandon dive into the world of self-builds with Tony Hall, Head of Business Development at the building society, Saffron for Intermediaries. Saffron offers a wide range of mortgages including...
Housing wealth can often be overlooked in the financial planning process, as homes are usually considered ‘off-limits’ and illiquid assets. But with so many clients having a significant part of their wealth tied up in property now, advisers may need to start shifting...
With 2024 just around the corner, advice firms are busy reviewing their business strategy for the year ahead. One key area which advice firms have been working on in recent years is the outsourcing of the investment/wealth management function– and carrying out due...
IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
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