My Pension Expert, a UK-based at-retirement advisory firm, has secured a £25 million refinancing deal through digital lender OakNorth. The agreement is set to aid the company’s expansion, particularly through acquisitions, following a strong trading performance.
The funding will enable My Pension Expert to settle its previous debt with Beechbrook and provide additional capital for future mergers and acquisitions. The firm, which offers independent pension advice through remote consultations, is backed by Palatine Private Equity, which invested in the business in 2022.
Acquisitions are central to the company’s growth strategy, as demonstrated by its recent purchase of adviser Tenet&You in May 2024. The acquisition supports My Pension Expert’s goal to increase its market presence and value through strategic partnerships.
The refinancing deal reflects the company’s ongoing organic growth, and future acquisitions are expected to build on its success. The firm’s leadership is optimistic about its ability to continue expanding rapidly and innovating within the sector.
