Consultancy

Capital and Trust enjoys the position of having assisted a significant number of IFA practices on M&A and succession issues over many years, but our services extend much further than is commonly understood. Through Capital and Trust Consultancy Services we offer IFA’s and Wealth Managers guidance on how to optimise the efficiency, scalability and profitability of their business through in depth analysis of their business practices and metrics. Whilst recognising that each business is unique in its proposition and culture, Capital and Trust understands that many IFA practices share common challenges in maximizing and monetising the value of their services. Through our experience and methodologies we are able to benchmark your business against recognised industry best practices and identify potential areas of opportunity to create value in your business and enhance your service proposition.
 

The scale and nature of our services can be tailored to your business requirements; from a total in depth analysis of your overall proposition to focused appraisal of your business specific requirements. Capital and Trust will conduct the required analysis and create a detailed report identifying areas of strength and potential opportunities. The time scales involved will, of course, depend upon the size and complexity of your business and your specific remit but we would expect our analysis to take a minimum of two full working days and anything up to two weeks dependant on your brief. We would then expect to have a full report out to you within a week of completion.

At this point the report is then yours to do with as you please but if you feel that you want to take action Capital and Trust is perfectly positioned to assist you with implementation or management of your specific project. We have a team of experienced experts that can speed your transformation. We also have an extensive network of expert third party providers and consultants that we can call upon to help solve your business specific needs.​

Areas where we have particular experience and expertise;
 

  • Profit and loss optimisation

  • Client proposition

  • Investment proposition

  • DFM solutions and esoteric products

  • Technology and software

  • Outsourcing

  • Compliance services

  • Marketing and PR

Ready to get started?

If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.

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Capital and Trust is the trading style of MVP Capital Limited, registered in England and Wales. Registered number: 09891681. 

Registered office: 145 Leadenhall Street, London, EC3V 4QT