Are you an IFA Business Owner or Investment Adviser who could use more support and structure to comply with the new regulation?

A prestigious global financial services institution, with multiple offices nationally, is offering a solution for investment advisers and IFA businesses that are finding the imminent regulation a challenge.

Our client is a looking to grow its wealth management practise nationally via business acquisition, joint venture or employment.

This offers business owners the potential to sell their books, or through a JV arrangement, run their business within a larger business.

They are also offering employment opportunities for advisers with an existing investment book.

Could running your business for a compliant multinational with sophisticated tools and products be a better platform for the future than your current environment?

For a confidential conversation regarding these opportunities, please direct your inquiry to MWS, Matthew Wood Search.

Interested parties should contact Matthew Wood on 09 377 5370 or by email matthew@mwsearch.co.nz.