We have been involved in the retail financial services sector for over 10 years, principally working with IFA’s, mortgage brokers and other similar advisory businesses.

The Retail Distribution Review has required all businesses in this sector to evaluate their operations and longer term objectives, and we are working with several clients to help them achieve their growth strategies.

There are also a number of businesses owners who are considering leaving the industry, and we are working with them to help them maximize their exit value.

There is likely to be some consolidation In this market in the coming months, and we are available to discuss opportunities for both buyers and sellers.