Technical Consultant
With over two decades in financial services and business development, Brian brings deep, practitioner-level expertise to the IFA and wealth management sector. A former business owner turned M&A and growth specialist, he helps firms prepare for high-value exits, scale through acquisition, and integrate seamlessly post-sale.
Having personally built, scaled, and sold advisory firms, Brian understands both the emotional and financial dynamics behind every transaction. His hands-on experience - spanning £500M+ in acquisitions and sales in 2024 alone - reflects a career defined by clarity, structure, and results.
Before establishing his consultancy, Brian led large-scale growth initiatives across the UK and international markets, delivering over £650M in AUM growth and securing multimillion-pound partnerships with global names such as BlackRock, Prudential, and M&G.
Known for his people-first approach and ability to simplify complex deals, Brian combines strategic insight with practical execution. His leadership philosophy - shaped by global business experience and an early career as a professional footballer - centres on discipline, adaptability, and teamwork, helping firms navigate change with confidence and precision.
Consultant focus
Expert consultancy designed to make mergers, acquisitions, and integrations smoother, more efficient, and focused on long-term success.
Supporting delivery after the deal is signed - embedding change, retaining advisers, and keeping operations running smoothly.
Designing clear, practical plans to align people, processes, and culture so value is protected and disruption is minimised.
Laying the groundwork for a successful transaction by stress-testing assumptions, identifying risks, and ensuring you’re deal-ready.
Need to know more
Browse our FAQs to learn more about our support and services.
With over 30 years’ experience in offshore life assurance, tax, trusts, protection, and investment planning, Rich helps simplify the complex.
Book a call
Specialist support for advisers, firms, and networks
