Finance Advisory Line

he MGAA has teamed up with PKF Littlejohn to bring you the Finance Advisory Line (FAL).  This service is available up to 30th September 2020.
Please see information below on this new initiative available for you.

What is it?
free 20-minute oral consultation provided in association with the MGAA as a membership benefit for MGA firms (not Market Practitioner or Supplier members).

This Service is designed to assist firms with understanding their financing options, directors’ responsibilities and FCA capital adequacy requirements in the context of issues they may be encountering as a result of the COVID- 19 Crisis.

Firms will be able to talk directly to the partners who are dealing with Covid related matters. Each of the partners regularly work with MGAs so you should be able to get in depth pretty quickly. During the phone call, the MGA can ask about any of the topics and hopefully identify some solutions that can be of help to their business to help them navigate issues caused by the Covid crisis. PKF will not be providing formal advice on the call but will give guidance and indicators of next steps.

Who is providing the service?
The PKF experts leading delivery of the Service are:

(1) John Needham : Partner – M&A, due diligence and regulatory – C(L)BILS, alternative financing and capital resources
(2) Chris Riley : Partner – Head of Tax – HMRC driven solutions
(3) Stephen Goderski : Head of Advisory – Directors’ responsibilities, restructuring & insolvency options

How do you use it?
(1) Email PKF at with your query.
(2) Ask your MGAA contact to refer you via email

We’ll ask you to tell us:
(1) Your name, firm name & job-role
(2) Your company email address & contact tel no
(3) A brief outline of the issue you want to talk about

The legal bit:
PKF will email to confirm that you have received advice via FAL

PKF will only hold necessary personal information & in accordance with their privacy policy which will be made available.
(1) Calls will not be recorded.
(2) All discussions will be Confidential.

PKF are proud to be an MGAA member and you can find more information about what they do here.

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