Helping financial services firms
grow with confidence and control

How we champion
your business

We help financial services businesses navigate complex regulations, reduce risk and grow with confidence.

With tailored advice and practical support, we guide you through challenges, unlock opportunities and help you make smart decisions for long-term success.

4 Reasons to Choose Sumer

Stay compliant with confidence:

Expert guidance on FCA rules, CASS and regulatory reporting.

Structure your firm for growth:

Support that helps you build tax-efficient, regulation-ready business models.

Improve margin control:

Practical insight into services, clients and costs to boost performance.

Plan your next move:

Succession strategies for valuations, retirement and partner exits.

Discover how we help financial services businesses thrive.

Speak to Sumer

Meet the team

There are plenty of ways Sumer can make a
difference to your business.

But if we had to pick one, it’s our people. With partner-led services from local experts in every region, we offer national scale and personal
support from people who understand your sector and your community. From succession planning and exits to international growth, our
specialists are here to help you make the big decisions with confidence.