My Pension Expert

Park Place advised the shareholders of My Pension Expert on the agreement of significant investment in the business by Palatine Private Equity.

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.

Palatine’s investment in My Pension Expert will help 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.

Park Place acted as lead adviser on a particularly competitive process to a number of private equity investors.  The shareholders decided to partner with Palatine due to their collegiate approach, experience in the financial services sector and ESG credentials.

As part of the transaction Park Place also led the debt refinancing with Beechbrook Capital. As well as funding the transaction the debt facility from Beechbrook included additional funds which are available to the business to facilitate future growth.

Tim Clarke who led the team from Park Place commented “My Pension Expert has successfully managed to provide independent at retirement advice to the mass market. It has already delivered significant growth and the investment from Palatine will be used to accelerate its growth trajectory and capitalise on its market leading position.”

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