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Ex-Wellian CEO launches chartered accountancy practice to support small IFAs

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Eric Clapton (pictured), former CEO of Wellian Investment Solutions, has launched Clapton Consultants, a chartered accountancy practice, which will support small IFAs and accountancy firms.

Clapton Consultants will advise small accounting practices how to grow their businesses by combining financial services skills with their tax and business services. The firm will deliver guidance to accountants on the practical benefits of specialist DPB (designated professional body) licensing which will allow them to better collaborate with IFAs in offering financial advice to clients. 

Regulatory pressure deters accountants from collaborating with advisers in providing financial advice; however, Clapton Consultants will now offer a series of educational workshops showcasing the potential to achieve significant business growth with the DPB licensing. 

The first workshop will be held at The Institute of Chartered Accountants Annual Retirement Summit held at Chartered Accountants Hall Moorgate on Thursday 26th November.

Eric Clapton, CEO of Clapton Consultants says: “The pension changes have presented professional advisers with either a major challenge or a major opportunity, depending on how they have adapted themselves to the new flexibilities afforded to clients. I have launched Clapton Consultants with the aim of helping small accountancy firms and IFAs navigate their way through the challenges in today’s market by expanding and diversifying their offering as much as possible to meet with current demand.

“Collaboration among professional advisers; given regulatory pressure and current market conditions is key to achieving sustained business growth. With the ability to collaborate and diversify their offering, these firms will be primed to turn existing challenges into fantastic opportunities.”

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