Keith Brown Email & Phone Number

London, GB

Pain we are solving: more than 15m people in the UK can no longer get access to a financial adviser.A digital solution aimed at the majority of the UK population with less complex needs and smaller sums to invest, a group crying out for a financial planning solution instead of always being sold a product. MoneySavvy answers the most important customer.

England, United Kingdom

Wealth Holdings is a specialist advisory and consultancy business helping IFAs and Mortgage Brokers on the next stage of their journey. If you are looking to acquire, sell or for a partner to help you grow we work with you to make the right connections

Plymouth, United Kingdom

I am responsible for the training and professional development of our Planners and staff across both Succession Group and Succession Advisory Services.I also work with our Regional Director's to identify and support the needs of our member firms in aligning their process with Succession group in order to prepare them for Acquisition.

Succession creates the "why" by establishing an individual or collective exit strategy for businesses in the UK Financial Services Industry, who alone would find it difficult to:Transition to the optimum value model Maximise that value once transition has been achieved