• 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.

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