Mazars Financial Planning buys Citrus4Benefits and Surf & Consult

Mazars Financial Planning has bought West Country firms Citrus4Benefits and Surf & Consult for an undisclosed fee.

Citrus4Benefits is a corporate advisory firm, and was founded in 2009 by Tim Gillingham and Howard Finch who will join Mazars under the deal, as will their staff.

Surf & Consult was established in 2006 by Gillingham and mainly provides corporate consultancy services to pension and risk providers. 

Mazars partner and advisory services director Ian Pickford says: “We are delighted to announce this deal.  We have known Tim and Howard for a number of years as Citrus4Benefits has used our flex/workplace platform for their clients.  The addition of their team and clients will broaden our national coverage and further enhance our range of client services.

“We are keen to develop the corporate consultancy services provided by Surf & Consult Ltd to meet the growing need of pension and risk providers in the rapidly changing corporate market place.”

Gillingham says: “There is a strong strategic fit with both companies and we will offer an unparalleled range of expertise and services based around the Redbourne technology platform and the full range of Mazars’ advisory and service offerings.”