Palatine has today made a significant investment in Doncaster-based retirement adviser, My Pension Expert.
My Pension Expert is a UK’ at-retirement adviser, with its telephone and video-based services allowing the company to provide independent financial advice on a national scale. The business already enjoys a market-leading reputation amongst clients, achieving a five-star Trustpilot rating.
My Pension Expert, which has a team of 65, will use Palatine’s investment to accelerate its growth plans, expanding its business proposition to ensure people of all wealth brackets can receive independent financial advice and achieve their desired retirement outcomes.
Palatine has identified significant growth opportunities for My Pension Expert to accelerate its strong growth to date and will be working alongside My Pension Expert’s management team to scale-up its operations and fulfil its mission of increasing consumer access to independent financial advice.
The deal will be funded through investment from Palatine’s Buyout and Impact Funds. It builds on the leading mid-market investor’s strong track record in the financial services sector, which includes successful investments in Wren Sterling, Wealth at Work, Money Plus Group and Chase Templeton.
