OUR OFFERING IS SIMPLE: DEEP EXPERTISE IN RETAIL FINANCIAL SERVICES
Consultancy forms the core of our business at Harrison Spence and we are available for work across a broad range of topics.
We are focused on helping businesses to build revenue, build profits, sustainable high performance and company valuation, our experienced consultants use sound methodology and a range of both diagnostic and implementation tools that enable us to create bespoke business solutions for each client engagement.
All our people are senior, with extensive hands-on experience of running IFA practices, accountancy firms and corporate finance groups as well as consumer and manufacturing businesses. We can assist businesses of all shapes, sizes and budgets.
All our work is conducted in a consultative and collaborative manner to help you achieve your desired outcome.
While each of our engagements is bespoke, there are some common themes across our consultancy work:
Pre-Sale BOT – Business On Track
We are often engaged by IFAs in the years running up to a business sale and we use this time to put the business on a footing that will not only ensure as smooth a sale as possible but will help realise the maximum sale price for the owners.
Improving Business Performance
We help clients maximise the value of their businesses. This ranges from advice, troubleshooting and mentoring to detailed recommendations on improving profitability, operations and client service.
Assessing Business Risks
Post RDR and now with the implementation of Mifid II, the financial services industry can be a tough place to operate. We help clients to identify and mitigate risks
Understanding the Business Landscape
We work on the front line of the industry. Combining our perspectives with those of a great network, we help clients evaluate the opportunities and risks associated with giving financial advice.
Leadership Coaching and Coaching for staff
We are able to assist with both leadership coaching and staff coaching, more can be found on this topic by visiting the following page.
OUR CONSULTANCY SERVICE
We can help with any of the following:
- Increasing revenue per client
- Strategy planning
- Problem solving
- Skill development.
- Staff Development
- Formulating marketing plans,
- Product development & implementation,
- Improving knowledge bases
Some examples of our recent engagements:
- Recommendations for business models for national consolidator
- Complete business review for IFA practice
- Providing a presentation at area roadshows to a group of IFAs who all use the same platform
- Building a business case for new entrant to UK market
- Review of in-house financial advice offering from an accountancy practice
- Expert witness in dispute over business valuation
- Analysis of market opportunity for wealth management business
- Valuation of IFA practice
- Risk assessment post-RDR
If the service you require is not listed on our website, please contact our office by telephone or e-mail and we will do our best to assist.
We also welcome any general business question you may have. We have a very established and wide range of industry contacts at all levels up to company CEOs
If we don’t know the answer, we can usually steer you in the right direction.