The valuation of independent financial advice businesses has dropped from an average of 4 times recurring income in 2022 to 3.3 times recurring income for the first quarter of 2024, according to a new study.

As business valuations rocket, 60% of Financial Planning firm owners are looking to exit the industry in the next three years, according to a new report.

CISI Accredited Financial Planning firm Wealth Matters has acquired the clients of Hertfordshire IFA Poptani Financial Solutions.