Pathfinders Information

You know your business inside out – you’ve been through Consumer Duty and, like us, everything else including RDR – you’ve come out the other side successfully, albeit probably with a few scars. You’ve now reached a crossroads in your personal and business life where you need to consider how you transition out of the business without compromising everything you’ve built – you want to be able to look clients in the eye when you bump into them after the sale completes.