Webinar & Events

Financial Planning M&A: The True Story RECAP

Businesses are being sold at a significant pace – but what does a real deal truly look like?

Businesses are being sold at a significant pace – but what does a real deal truly look like? 


Louise Jeffreys, the UK’s leading M&A expert in the industry will interview a recent business seller, to understand the highs and the lows of the process, alongside the business buyer – giving you unique behind the scenes insight of the M&A experience.  Watch the recap just below:



Louise Jeffreys

Louise founded Gunner & Co. in 2014, after a decade of general management roles internationally. At that time, the M&A market was just taking shape, and Louise could see an opportunity to build a service for retiring IFAs to truly be a partner in the succession planning process.

Louise runs the business day to day, with a particular focus on delivering insight and guidance to buyers and sellers through workshops, webinars and online guides. Louise also leads Gunner & Co.’s philanthropic activities, including being a trustee of one of our two chosen charities, Do Slumthing. With almost a decade of brokerage and consultancy experience, there isn’t a deal shape Louise hasn’t seen, and is on speed dial for many prominent players across the press and market.

Phil Patient - Group COO, HFMC Wealth

Phil is a Partner and Executive Director at HFMC Wealth, a multi-award winning high net worth IFA business, and is also an industry commentator & speaker.

As a business leader, he is responsible for HFMC Wealth's advice and service proposition, operational efficiency and the M&A programme working both pre-deal and through integration to deliver the firm’s ambitious 5-year growth plan.

Previous roles include being Head of Wealth Planning at both C. Hoare & Co., the UK’s oldest privately owned bank, and also Fleming Family & Partners (now Stonehage Fleming), the largest International Family Office in the EMEA region).

Nick Frank - ex-Principal, Weston Cummins (sold to HFMC Wealth in June 2023)

Nick joined HFMC Wealth in 2023, having previously been a director of Weston Cummins where he worked for over 25 years. Over the years he has studied hard to improve the quality of advice that he can provide, and he is now a Fellow of the Personal Finance Society.

Similar posts