Experience

Retiring IFA

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Jan 2021 - Present

  In conjunction with managing Financial Services transactions in the South East of the country, I am responsible for bringing new strategic innovations to the group, running our Graduate training course and maximising system efficiency.

• Regional Director - South

  • Sep 2018 - Jan 2021

  I manage the team and lead the Wealth Management Sales at Retiring IFA in the Southern region of the UK. Personally, I am a specialist in mergers and acquisitions within the Financial Services marketplace having worked in the city on global deals in conjunction with helping National UK Financial Services firms with their bespoke acquisition strategies and growth targets. Retiring IFA is known to deliver the highest quality wealth management practices to the market whose owners have spent several decades building up and strengthening client and staff relationships in their practice. We are market leaders in both UK volume of deals and more importantly structuring the best terms for your IFA business through the ability to market your proposition to the fastest growing, cash rich businesses in the IFA market place. Our clients range from national and private equity backed IFA’s and other professional services firms through to privately owned regional IFA practices.Specialities -Exit strategies, retirement planning, strategic planning, price negotiation, proposition implementation, regulatory requirements and process, introduction of key parties; solicitors, financiers, DFM's.I am always keen to hear from both people who are looking to expand their business through bringing on board high quality clients and staff through acquisition and those who are looking to find the right home for their clients with a bespoke retirement package.Please contact on - ben@retiringifa.co.uk or 01765 698 699 - every call is held in the strictest of confidence.

• Business Consultant

  • Jul 2018 - Jan 2019

• Regional Director

  • Aug 2015 - Jun 2018

  Regional Director of Retiring IFA Talent Acquisition • Interviewed candidates ranging from analysts, financial advisors and managers.• Mediated fees, retainers and T&Cs with clients and placed four interviews. • Collected search assignments from Bank and IFA senior management in order to identify best candidate match.



Houlihan Lokey

• United States
• Investment Banking
• 700 & Above Employee

• Restructuring Analyst

  • Nov 2016 - Oct 2017



PwC

• Professional Services
• 700 & Above Employee

• M&A Analyst

  • Jan 2016 - Aug 2016

  Fintech & Payments TeamConstructed research and valuation decks for challenger banks and payments companies alongside pitches to UK lenders. Fintech & Payments TeamConstructed research and valuation decks for challenger banks and payments companies alongside pitches to UK lenders.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Corporate Banking Analyst

  • Jan 2015 - Sep 2015

  Commercial Banking & Products. Created an innovative method for targeting and ascertaining information of clients within health and education. The approach led to Lloyds winning business of all identified firms. . Increased shadow portfolio of clients with outstanding debt in property and infrastructure team by over 30.. Constructed presentations with information collated from financial analysis and client interaction of five large prospective firms within the manufacturing division. Commercial Banking & Products. Created an innovative method for targeting and ascertaining information of clients within health and education. The approach led to Lloyds winning business of all identified firms. . Increased shadow portfolio of clients with outstanding debt in property and infrastructure team by over 30.. Constructed presentations with information collated from financial analysis and client interaction of five large prospective firms within the manufacturing division.