Wed, 25 Feb 2015 | MERGER
A pension advisory firm has merged with a financial services company, it has been confirmed.
Doncaster-based My Pension Expert has merged with Clicksco Financial Services to form My Expert Holdings, the companies have announced. The merged business is now expected to see a growth in jobs.
My Pension Expert provides guidance services for those in retirement, while Clicksco Financial Services – the finance section of international digital data agency Clicksco Group – offers lead generation.
Some 50 staff are employed by the merged company, with an expected increase of 40 per cent to the workforce.
Scott Mullen, director at My Pension Expert, said: “This merger helps safeguard the My Pension Expert brand. My Expert Holdings will be a force to be reckoned with in the financial services industry; there isn’t a comparable organisation in the sector that shares our level of advisory expertise combined with Clicksco’s big data manipulation and lead generation services. Together, we will continue to provide an excellent service for our customers while growing our prospects.”
Clicksco Financial Services CEO Mark Nosworthy added that the companies had been working together for the past 18 months and developed a great relationship. He explained that the merger was vital in the run up to the pension reforms coming into force this year.
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Related information:
Advice on post merger integration
This financial advisory firm has an infrastructure in place to carry on operating profitably post-sale.
Hertfordshire based IFA with 75% of the business' assets with two major platforms, ensuring a smooth transition post-sale.
This firm has an average portfolio size per household above £0.5m, meaning you will be servicing high quality, profitable clients.
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