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Latest News - Tracey Underwood

Growth in new business will bring challenges

After months of cost-cutting many advisers are anticipating a recovery in business and this brings far reaching challenges, writes Tim Underwood of Foulger Underwood Associates

Professional connections develop in the downturn

Accountants and solicitors are becoming increasingly receptive to the opportunities for new business that financial advisers can provide, says Tim Underwood of Foulger Underwood

Consultant view: Selling up? Planning is paramount

The key to selling an IFA business lies in transferring the goodwill built up with clients over many years, writes Tim Underwood of Foulger Underwood Associates

Consultant view: Compatibility is vital to merger success

Financial planning firms seeking to merge must identify potential deal breakers at an early stage if they want to avoid wasting valuable management time, writes Tim Underwood of Foulger Underwood Associates