Robert has acted since 1988 for; IFAs, general insurers, wealth managers, investment advisors, sole advisors, and life insurance and pension providers. His work covers:
- mergers and acquisitions for all forms of financial businesses
- acting for consolidators
- negotiating investment into firms
- setting up advice firms
- restructuring firms where there is inherent liability
- getting the corporate governance right
- regulatory conduct under FCA rules
Our lengthy experience of transactions over the years gives us the benefit of uncovering issues before they become a problem and enables us to find commercial solutions to difficult issues. Our view is that being pragmatic and not overcooking an issue, usually produces the best result.