My Pension Expert is the UK’s at-retirement adviser, with its telephone and video-based services allowing the company to provide independent financial advice on a national scale.
My Pension Expert has secured a £25 million refinancing deal with digital lender Oaknorth, aiming to facilitate future mergers and acquisitions (M&A). The company, which specializes in at-retirement advice and is backed by Palatine Private Equity, plans to use part of these funds to pay off existing debts to Beechbrook.
The firm has outlined a strategic focus on M&A as a core component of its business plan. In a recent update, My Pension Expert emphasized that acquisitions will be crucial for expanding its market presence and enhancing value through selective partnerships. CEO Andrew Megson highlighted the importance of this strategy in driving the company's growth.
This refinancing move positions My Pension Expert to pursue a targeted acquisition pipeline, reinforcing its commitment to strategic growth in the financial advisory sector.
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