We are an advisory firm in the field of corporate financial services

We act for the industry only and never against it.

Our Services:

Mergers and Acquisitions

Mutual Insurers

IFAs and Wealth Management

Mediation

We act for:

  • Mutual and smaller insurers who wish to do corporate acquisitions or disposal of books of insurance business, transfers of engagements and commercial agreements.
  • For financial advisers and wealth managers who wish to buy or sell their firms and we will assist with all of the daily agreements around running their business.
  • Corporate trading companies in acquisitions and disposals.

We guide insurers and private companies through the myriad of requirements around corporate governance whether under PRA, FCA or Companies Act requirements.

We assist clients with processes to implement compliance with PRA and FCA handbook rules and work closely with or delegate to compliance consultants where necessary to achieve cost efficiencies.

How can we help you?

If you would like to hear more about the services we offer please get in touch.