My Pension Expert

Having advised the shareholders of My Pension Expert on the investment from Palatine, Park Place are delighted to have further supported in the delivery of its growth strategy, acting as lead advisor on the acquisition of Tenet&You.

The acquisition of Tenet&You doubles My Pension Expert’s assets under administration to approximately £1bn.

My Pension Expert is the UK’s leading at-retirement adviser, its telephone and video-based services allows the company to provide independent financial advice on a national scale. The business enjoys a market-leading reputation amongst clients, achieving a five-star Trustpilot rating.

Tenet&You is a financial adviser that provides tailored advice to ensure clients’ finances are in the best possible place to match their individual circumstances and aspirations. The acquisition combines the strengths of both businesses, further improving access to independent financial advice and ensuring the best possible outcomes for consumers.

Palatine’s investment in My Pension Expert helps 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. Park Place acted as lead adviser on Palatine’s investment, a particularly competitive process with a number of private equity investors keenly interested.

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