OUR CONSULTANCY SERVICE

• We can complete a business review for IFA practice/business.
  
  
• Valuation of IFA practice/business.
  
  
• We have helped setup several Adviser firms to grow organically by attracting external funds to their firms in a cost-effective way.
  
  
• Talk to us about funding - we may be able to achieve funding for your business.
  
  
• Strategic recruitment analysis for national Adviser firm working with their strategic partner firm on developing their recruitment offer.
  
  
• Developed for a leading fund manager a marketing plan to gain greater market exposure.
  
  
• Non-executive Director role for a Compliance support company.
  
  
• Non-executive Director role for an Adviser back office system company.