IFAs & Wealth Management


Robert has acted since 1988 for; IFAs, general insurers, wealth managers, investment advisors, sole advisors, and life insurance and pension providers. His work covers:


  • see our mergers & acquisitions page
  • liability limitation for retail financial advisers
  • commercial contracts
  • distribution and promotion of financial services products
  • board corporate governance reports
  • financing of adviser firms
  • designing remuneration schemes

We are members of the Association of Professional Compliance Consultants.

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