Lighthouse IFA is adding advice on corporate strategy to its financial planning service as part of a new package for companies involved in raising capital.
It is moving to Throgmorton Street in the City of London to be closer to key clients and client introducers, including fund managers and media companies.
The new corporate package is aimed at companies planning management buyouts and private equity offerings by co-ordinating service providers, including public relations consultants, lawyers and brokers.
Lighthouse says although the number of successful flotations has fallen sharply, it anticipates increased trade sales, MBOs and other private equity activity.
The package is split into five key areas – keyperson protection to insure the senior executives in companies against death or serious illness, employee and director benefits, treasury management to advise on tax issues, share restructuring and complete financial planning, including cash deposit management and general insurance.
Managing director Matthew Goldsmith says: “Having gained admission to Aim in October 2000, we quickly recognised the requirement for an overall independent advisory function, responsible for co-ordinating advisory services from lawyers to brokers to public relations specialists.”