Finance and Accounting
The City & Capital Group names former Jones Hill boss as latest senior hire
With over 15 years of professional practice, Brian brings with him personal experience of the acquisition process, having made a seven-figure exit from his award-winning, independent financial advice firm – Jones Hill – to Perspective Financial Group in September 2020.
Under his new remit – which began earlier this month – Brian will work alongside Victoria Hicks, director of City & Capital Acquisitions, to help advise business owners with their succession planning and execution.
Brian says: “Running a financial advice business is not getting any easier, and many owners are now working on succession planning as an integral part of their organisational strategy. Having walked in the owner-adviser’s shoes for many years as well as managing my own exit – after kissing many frogs and talking with many brokers – I knew there had to be a better way.
“When considering ‘what’s next’, I looked around for a ‘best of breed’ firm which blended ‘subject experts’ with a board that had first-hand experience in starting, building, and exiting their own FA firm. It’s this level of ‘lived’ insight that makes The City & Capital Group uniquely placed – compared to traditional broker firms.”
Victoria Hicks, director of City & Capital Acquisitions added: “I’ve admired Brian’s success for many years – and it’s testament to The City & Capital Group’s accomplishments that we’re attracting such highly-sought-after colleagues.
“Brian is viewed as a ‘leading light’ within the profession, and his credibility often sees him invited to share his expertise at conferences and events – earning such respect among his peers. His first-hand experience of the acquisition process is incredibly recent too, and it will help to instil confidence in both buyers and sellers considering their growth and succession planning.”