Category: Guidance and Advice


Thinking of selling your business?

Selling your business is not a process to be taken lightly.  If you are currently toying with the idea but are unsure of the process and your due diligence requirements, continue reading and we’ll give you a brief overview. Your …


Power of Attorney

Introduction A couple of weeks ago we looked at identifying vulnerable clients, this week we wanted to touch on Power of Attorney; what it is, what they can do and what they can’t do. It is a term that is …



I have been working in the paraplanning profession for 15 years now and for a large part of this, I have been helping advisers with the efficient transition of their clients’ assets on to platforms. I was recently able to …