Financial Services sector

Helping financial services firms grow, transform and stay resilient

Our financial services advisory team brings practical insight to transformation, investment, financial crime and operational risk.

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Growth and innovation depend on trust

UK financial services has a clear growth opportunity, supported by a renewed focus on competitiveness, investment and innovation. Technology, AI and new market infrastructure are changing how firms operate and serve customers, but trust remains fundamental to progress.

Operational disruption, financial crime and reliance on critical third parties continue to test firms’ resilience. As technology moves faster, firms must balance innovation with effective governance, strong controls and clear accountability. These are no longer separate priorities: they increasingly determine whether change creates sustainable value.

Our financial services expertise and understanding of the regulatory landscape spans the commercial, operational and financial realities behind transformation.

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FRP’s 2026 Financial Services Symposium: Building confidence in a changing market

Financial Services leaders and advisers gathered at the London Stock Exchange to explore how businesses can pursue growth while responding to economic uncertainty, regulatory change and emerging technology.

Find out more

Support across Financial Services

Growth, consolidation and acquisitions
Regulatory capital, funding and refinancing
Cost base review and profitability improvement
Financial crime, fraud and regulatory investigations
Wind down planning, options analysis and restructuring
Commercial real estate loan book review and workout

Financial Services Case Studies & Deals

View all our case studies and deals

Case Study
FRP supports Crestline Investors on its investment in ST&R Insurance
FRP's Transaction Services team provided financial and tax due diligence to Crestline Investors on its investment in ST&R Insurance, helping support the next phase of growth and operational investment.
Case Study
Forensic Technology support restructuring matter in time sensitive investigation using latest AI technology
FRPs Forensic Technology team utilise cutting-edge AI to deliver within strict deadline.
Case Study
One Advisory supports The Smarter Web Company PLC on successfully completing its listing on the Main Market of the London Stock Exchange
Delivering comprehensive pre‑IPO Financial Reporting services, including the preparation of Historical Financial Information (HFI) under IFRS
Case Study
FRP supports mid-market PE company on investment in Cube
FRP’s Financial Advisory team supported a mid-market PE investor by developing a financial model to assess a potential investment in Cube, enabling clear evaluation of key drivers, risks and growth scenarios to support a fast, confident investment decision.

Speak to one of our Financial Services team

Dan Conway

Partner · Restructuring Advisory
daniel.conway@frpadvisory.com +44 (0)20 3005 4062

Dan Conway

Partner · Restructuring Advisory
daniel.conway@frpadvisory.com +44 (0)20 3005 4062

Holly Holgate

Partner · Restructuring Advisory
holly.holgate@frpadvisory.com +44(0)20 3005 4400

Holly Holgate

Partner · Restructuring Advisory
holly.holgate@frpadvisory.com +44(0)20 3005 4400

Tom Rees

Director · Financial Advisory
tom.rees@frpadvisory.com +44 (0)20 3005 4113

Tom Rees

Director · Financial Advisory
tom.rees@frpadvisory.com +44 (0)20 3005 4113

Peter Aspinall

Partner · Corporate Finance
peter.aspinall@frpadvisory.com +44(0)203 7278 832

Peter Aspinall

Partner · Corporate Finance
peter.aspinall@frpadvisory.com +44(0)203 7278 832

Graham Bird

Partner · Debt Advisory – Hilton-Baird
graham.bird@frpadvisory.com +44 (0)23 8070 7394

Graham Bird

Partner · Debt Advisory – Hilton-Baird
graham.bird@frpadvisory.com +44 (0)23 8070 7394

Molly Sandquest

Director · Forensic Services
Molly.Sandquest@frpadvisory.com +44 (0)20 3005 4016

Molly Sandquest

Director · Forensic Services
Molly.Sandquest@frpadvisory.com +44 (0)20 3005 4016

Financial Services Insights

Explore our financial services industry insights

Article
The impact of AI investment on insurance company valuations
AI investment is improving productivity across insurance, but can it increase company valuations? We examine the evidence, strategy and value implications.
Will AI drive real value improvement in insurance, or widen the gap between market leaders and the rest?
Quick read
Will AI drive real value improvement in insurance, or widen the gap between market leaders and the rest?
The insurance market is no different to the wider financial services market – everyone is seeking to enhance performance through AI…
Article
2026 Financial Services Symposium: Building confidence in a changing market
Financial Services leaders and advisers gathered at the London Stock Exchange to explore how businesses can pursue growth while responding to economic uncertainty, regulatory change and emerging technology.
Press
FRP supports Complii on the acquisition of two lift companies
Advisers to leading provider of building safety and regulatory compliance services, Complii, on its acquisition of White Lift Services Limited and The General Lift Company.
Article
Regulation, Resilience and Innovation: Preparing Financial Services for What’s Next
FRP's Financial Services experts explore how firms can turn regulatory change, technological innovation and operational resilience into strategic advantages, helping them build trust, drive sustainable growth and adapt confidently to an increasingly complex environment.

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