He is responsible for identifying and qualifying potential acquisitions and ensuring successful client on boarding, through well designed and executed client-centric integration processes and practices.
Our flexible approach means we can create a mutually beneficial deal structure and timetable.
If you are a Financial Planner looking for the best home for the client bank you have built up over many years so you can retire or do something else, or wondering if there is a better way to manage your business so you can spend more time doing what enjoy most – delivering an excellent service to your clients – then Sam would be very happy to confidentially discuss your options.
