Mazars Financial Planning has acquired employee benefits consultancy Citrus4Benefits, and pension and risk provider Surf and Consult.
Citrus4Benefits was established in 2009 by Tim Gillingham and Howard Finch, while Surf and Consult was established in 2006 by Tim Gillingham. Both businesses will be integrated into Mazars’ financial planning and advisory business.
Ian Pickford, partner and advisory services director at Mazars, said: “We have known Tim and Howard for a number of years, because Citrus4Benefits has used our flex/workplace platform for its [employer] clients.
“We are keen to develop the corporate consultancy services provided by Surf and Consult to meet the growing need of pension and risk providers in the rapidly-changing corporate marketplace.”
Tim Gillingham, director at Citrus4Benefits and Surf and Consult, added: “There is a strong strategic fit with both companies, and we will offer a range of services based around its Redbourne technology platform and the full range of Mazars’ advisory and service offerings.”