PEOPLE FIRST

As experts in retail financial services, we can help you and your firm to flourish

PEOPLE FIRST

As experts in retail financial services, we can help you and your firm to flourish

Want to sell or develop your IFA Practice- We can help you.

If you want to  either sell your IFA practice or develop it, we can help you. Established in 2007 Harrison Spence provide a wide range of services including; buying and selling IFA practices, business consultancy and valuations.

Our business is headed by Alan Marks who joined in 2010 after a 30 year career in retail financial services including 7 years as Group Managing Director of a UK top 30 accountancy and IFA practice.

The coming of RDR meant that a substantial number of people were leaving the industry and at this juncture and based in part on personal experience acquired when selling his own IFA business, Alan introduced a unique way of buying and selling IFA practices which has an achieved an 85% success rate when employed.

Post 2013, Harrison Spence continued to grow and preparing for the retirement of the founder, Clayton Witter was brought in to head up the consultancy division which allowed Alan to focus on Mergers and Acquisitions, whilst still delievering some consultancy work with clients.

Today, Harrison Spence are the leading consultancy in the Retail Financial Services sector. Our aim is to support business owners and leadership teams to create sustainable high performing businesses that give them the option of realising a life transforming capital event on exit

OUR SERVICES

At Harrison Spence we offer a range of connected and complimentary services aimed at supporting businesses develop their operational structure, potential revenue streams and intrinsic value.

All our work is conducted in a consultative and collaborative manner to help achieve your desired outcome.

CONSULTANCY

MERGERS &
ACQUISITIONS

LEADERSHIP &
PEOPLE COACHING

OUR MAIN
SERVICES

VALUATIONS

EXECUTIVE
SEARCH

INDUSTRY
SURVEYS

CONSULTANCY

MERGERS &
ACQUISITIONS

VALUATIONS

INDUSTRY
SURVEYS

EXECUTIVE
SEARCH

LEADERSHIP &
PEOPLE COACHING

To discover how we can help you and your business, please telephone our office or use our contact form and we will be in touch  at your requested time.

GET IN TOUCH

11 + 7 =

Harrison Spence Limited
Lincombe Keep
Lincome Drive
Torquay
TQ1 2HQ

 

Standard Office Hours
Monday to Friday 9.00am-5.00pm
(outside of these hours by arrangement)
We are happy to schedule calls at a time to suit you  from 8.00am to 8.00pm
Face to Face meetings can be arranged at a location convenient  to suit your needs.

OUR ONLINE MEETING ROOM

Join us remotely using our video conferencing platform

If you would like to use this facility, please contact us first by clicking here and we will forward instructions.

 

ONLINE MEETINGS

Using our chosen online video conferencing platform, we’ve made it even easier for our clients to have video calls and meetings with us remotely working around both yours and our busy schedules.

HOW DOES IT WORK?

We’ll schedule a time that works for all parties, and you’ll receive a meeting invite via email to use our chosen platform. Installation, if required is quick and easy, and once all parties are online, the meeting can begin.

If we’ve offered a verbal pre-planned meeting with yourself, with no invite, then simply click the button above to join us in our meeting room. Once one of our team is online, our meeting will start.

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WOULD LIKE TO ARRANGE A MEETING?

Or need to get in touch? If you would like to arrange an online meeting, then please call us on 0207 60 20 500 to first discuss a date and time that works for us all. If you are experiencing issues connecting, then no problem, Call us on 0207 60 20 500 and we’ll see how we can help