Kat Mitchell

PFS partners with NextGen for conference

Financial Planning trade body the Personal Finance Society (PFS) is to sponsor the 2024 NextGen Planners conference.

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Hoxton adds 380 clients with double Planner acquisition

Abu Dhabi-based IFA Hoxton Capital Management has added over 380 clients with the acquisition of two UK-based Financial Planning firms.

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Valuations for IFA businesses drop

The valuation of independent financial advice businesses has dropped from an average of 4 times recurring income in 2022 to 3.3 times recurring income for the first quarter of 2024, according to a new study.

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