whitefriars ltd

The fundamental value of our work is your trust. The board in Wealth Management is our business. We accompany you in all your heritage projects. Whether you want to reduce tax, invest in real estate, prepare for your retirement, reduce your ISF, invest in the stock market, find a loan or invest in art, find the solution with WHITEFRIARS.

The core value of our work is your trust. Wealth Management Consulting is our business. We support you in all your heritage projects. Whether you want to tax-free, invest in real estate, prepare for your retirement, reduce your wealth tax, invest in the stock market, find credit or invest in art, find the solution with WHITEFRIARS. Developing a plan – your goals and aspirations are important, and a well thought through plan will help you maximise the value of your business and ensure the change in ownership and integration is smooth, minimising disruption to your clients.

Restructuring & Integrating a business – Successfully restructuring & integrating a business means focussing equally on the logistics as well as your valuable people. We help you fulfil your obligations as an employer and positively communicate, engage and retain your valuable staff.

Developing your exit strategy and timing – having taken the important decision to sell your business we help you ensure the timing of your sale is right for you, and your business is able to continue under new leadership.

Due Diligence and valuation – Due diligence is an important part of preparing your business for sale or deciding whether to buy a prospective business. in partnership with your professional advisors, we help you take an unbiased view of your business and its valuation.

Negotiating the best deal – Each party in the process of buying and selling a business will have different commercial priorities in mind. Putting your interests first, we help negotiate to achieve the best possible outcome for you.

Our client base spans a variety of sectors. This goes hand in hand with our different consultants as their all have a different experience of working in different industries. As a Management Consultancy, we offer a range of services to these different businesses, our Consultants are perfect to help your business.
We go into your business with an open-mind each time, willing to learn more about you, and your business. Nothing we do comes from a textbook, and all our advice and solutions are tailor-made for your business and your business only.

Players within the financial services sector need to be able to harness improved business models so that they can overcome some shortcomings that they have experienced in the past. The entire industry is going through periods of change. There are many challenges that financial institutions are facing, however, there are some big opportunities.
We operate by drawing on experience that our Consultants have from their previous work and previous ventures. We can help financial service institutions in many different regions and can help them discover new ways to optimise their processes and reduce their costs.
Our team of Consultants combine their knowledge of banking, insurance, asset management, capital raising and private equity with their expertise in strategy and transformation, mergers and acquisitions, digital, IT and many other service areas.
Discovering and looking closely at your businesses core Key Performance Indicators (KPI’s) to plan the areas your businesses needs to improve on the move forward and grow.
We provide professional support to you by thoroughly analysing your company’s existing resources and capabilities, aligning them with your firm’s goals and values, and ensuring that the business strategy is adapted carefully to the industry environment
Key to successful strategy delivery is to ensure any resulting business change needed is planned and communicated well. We understand the regulatory and operational risk of being within the financial services sector.
However, we know what it takes to tackle the big complex demands of responding to regulatory change and managing operational risk more effectively.
The challenges that are faced in financial services are both similar across the sector yet, they are varied at the same time.
To help rival the competition, it is important to think about incorporating innovative ideas.