HeyJaredGareth Fatchett
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 1, 2026
- Outlet visibility, for Moneymarketing
- Top 5M sites
- Earliest in this view
- Jul 28, 2026
Latest articles
Gareth Fatchett: Selling up doesn’t always mean walking away (opens the original)
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For many financial advisers, selling the business is imagined as a fairly clean transition. A price is agreed, due diligence is completed, the documents are signed and, eventually, the money arrives. Increasingly, owners selling advice firms are not simply negotiating what their business is worth. They are negotiating what the next two or three years of their working lives will look like, how much control they will have over the eventual proceeds, and what financial exposure they will retain lon
Behind the Headlines: Planning an advice firm sale amid CGT uncertainty (opens the original)
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Anyone considering selling an FCA-regulated business over the next 12 to 18 months is likely to have one eye on the tax position. While Andy Burnham’s government has yet to announce detailed capital gains tax (CGT) reforms, he has argued that wealth should bear a greater share of taxation and declined to rule out changes to CGT or a targeted wealth tax. For owners of financial advice firms and other FCA-authorised businesses, the concern is straightforward: could a future Budget increase the tax
Gareth Fatchett: The FCA won't stop your advisers taking clients (opens the original)
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There is a misconception that still crops up surprisingly often among financial planning firm owners: if an adviser leaves the business, FCA regulation will somehow prevent them from taking clients. That is not because the rules are lacking or because there is a gap in regulation. Rather, it is because protecting firms from losing clients has never been one of the FCA’s objectives. The regulator’s role is to oversee conduct, promote market integrity and protect consumers. It is not there to pres
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