Investment firm Dolfin has bought a “significant” equity stake in national IFA Alexander House Financial Services.
Alexander House is an appointed representative of Old Mutual Wealth-owned network Intrinsic.
Dolfin is an independent financial services company providing custody, execution and asset management to advisers and their clients.
When starting a new IFA practice five years ago, I assumed self-employed advisers would be self sufficient in the new business department.
We instead focused on research, infrastructure and paraplanning, sales process, chartered status, client communications and so on.
There is so much diversity around us in business today. Each colleague has their own individual needs, skills, qualifications and expectations.
Some people we will click with, but others can be more challenging. We cannot understand why they struggle with certain problems, or perhaps we think they are rushing things or being overly demanding.
As both the capital and the most populous city in England and the United Kingdom (UK), there’s no denying that London is a mega-hub of culture, business, travel, and entertainment.
Of course, with nearly 9 million residents and a steady stream of commerce, tourism, and real estate, it’s hardly surprising that London is one of the most expensive cities in which to live and work in the UK.
Read more at AdvisoryHQ: https://www.
When starting a new IFA practice five years ago, I assumed self-employed advisers would be self sufficient in the new business department.
We instead focused on research, infrastructure and paraplanning, sales process, chartered status, client communications and so on.
Alexander House Financial Services LTD (AHFS) has won the ACQ5 Global Awards 2017 for Game Changer of the Year
Alexander House Financial Services LTD (AHFS) has won the ACQ5 Global Awards 2017 for UK – Retirement Planning Advisory Firm of the Year
Alexander House Financial Services LTD (AHFS) has won the ACQ5 Global Awards 2017 for UK – Wealth Manager Of The Year
Alexander House Financial Services LTD (AHFS) has won the ACQ5 Global Awards 2017 for UK – Independent Financial Advisory Firm Of The Year
People who receive either independent or restricted financial advice are on average £40,000 better off than their unadvised peers, research by the International Longevity Centre-UK (ILC-UK) has found.
The research, supported by Royal London, found those who received financial advice between 2001-2007 had accumulated "significantly more" liquid financial assets and pension wealth than their unadvised counterparts by 2014.
The report ‘The Value of Financial Advice' examined the impact of financial advice on two groups - the ‘affluent' and the ‘just getting by'.
The affluent group was formed of a wealthier subset of people who were also more likely to have degrees, be part of a couple, and be homeowners.