Paul Platten

Paul Platten Email and Phone Number

Helping retiring IFAs maximise their full potential by finding the most appropriate solution for you and your clients @ IFA Acquisitions Ltd
calne, wiltshire, united kingdom
Paul Platten's Location
United Kingdom, United Kingdom
About Paul Platten

Helping IFAs seeking retirement achieve maximum value for their client bank or IFA business by sourcing the most appropriately aligned acquirer that will enable the least disruption to your clients | IFA Acquisitions | IFA client purchase | IFA exit strategy |Paul PlattenHead of Business DevelopmentIFA Acquisitions LtdTelephone: 0208 0044 162Mobile:

Paul Platten's Current Company Details
IFA Acquisitions Ltd

Ifa Acquisitions Ltd

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Helping retiring IFAs maximise their full potential by finding the most appropriate solution for you and your clients
calne, wiltshire, united kingdom
Employees:
3
Paul Platten Work Experience Details
  • Ifa Acquisitions Ltd
    Head Of Buisness Development
    Ifa Acquisitions Ltd Mar 2012 - Present
    Poole
    We offer an honest appraisal of buyers and sellers through positively representing the needs of our sellers, their clients and potential acquirers, to pursue the best possible outcomes for all parties.Finding a perfect match between a buyer and seller is key. Therefore, we focus on aligning similar investment approaches, service propositions and client servicing to ensure the best match, which leads to satisfied clients – the goal for everyone involved!We will work with you from the start and keep in close contact with you throughout the entire acquisition process. We take care to understand your requirements to ensure that a fair price is achieved for both parties, with a true business match and an excellent continuation of service provided to clients.

Paul Platten Skills

Financial Services Retirement Planning Business Development Investments Finance Recruiting Investment Advisory Sales Management Personal Finance Pensions Portfolio Management Asset Management Wealth Protection Risk Management Financial Planning Business Relationship Management Relationship Management Retail Banking Strategic Financial Planning Financial Risk Life Insurance Mutual Funds Loans Credit Fixed Annuities Investment Strategies Equities Residential Mortgages Private Banking Retirement Estate Planning Asset Allocation Coaching Critical Illness High Net Worth Individuals Savings Wealth Management Services Inheritance Tax Planning Financial Planners Term Life Insurance Sales Team Management Management Income Protection Banking Wealth Management Insurance Financial Advisory Mortgage Lending

Frequently Asked Questions about Paul Platten

What company does Paul Platten work for?

Paul Platten works for Ifa Acquisitions Ltd

What is Paul Platten's role at the current company?

Paul Platten's current role is Helping retiring IFAs maximise their full potential by finding the most appropriate solution for you and your clients.

What are some of Paul Platten's interests?

Paul Platten has interest in Animal Welfare, Environment, Health.

What skills is Paul Platten known for?

Paul Platten has skills like Financial Services, Retirement Planning, Business Development, Investments, Finance, Recruiting, Investment Advisory, Sales Management, Personal Finance, Pensions, Portfolio Management, Asset Management.

Who are Paul Platten's colleagues?

Paul Platten's colleagues are Jasmin Rice.

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