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Clerical sets up business consultancy to help IFAs

Clerical Medical is setting a business consultancy service to help IFAs adapt their business models to be more competitive.

The bespoke service, which is called Financial Engineering, is being launched with specialist intermediary business consultancy IFA Mentor and chartered accountants Hart Shaw.

It will provide advice and assistance with succession planning and business restructuring, such as switching from a partnership to a limited company.

Advisers can get expert advice on valuing their business, carrying out a management buyout or marketing the business for sale.

Support is offered in fund-raising through seeking investors or carrying out a rights’ issue. Staff retention guidance covering such issues as setting up equity incentive schemes is also covered along with more general advice on financial and compliance due diligence.

Charges are dependent on the advice or services offered.

Clerical head of intermediary strategic planning David Shelton says: “Effective management of financial issues is critically important for the long-term development and success of financial adviser businesses.”


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