Advisory for the UK Protection Sector

Considered advice. Measurable impact.

Caxton works alongside founders, boards, leadership teams and investors in the protection sector — helping them navigate turnarounds, capital raises, and change with care and candour.

C
CAXTON
ADVISORY

A lean practice with a clear remit.

We partner with a limited number of clients at a time during the moments that matter. That might be a business under pressure, a founder raising capital, a board weighing a difficult decision, or a leadership team driving change that needs to land.

Our work is grounded in the protection sector: we understand its economics, its people, and the direction of travel. We focus on the work that moves the needle and shows up in the numbers.

OUR Work

A few engagements we're proud of.

Names and details are private — but each of these reflects the kind of problem we're set up to help with.

01
Turned a loss-making protection intermediary into £1.4m EBITDA, within twelve months.
Worked alongside the leadership team on cost discipline, commercial re-negotiations, and a full reset of the sales, marketing and retention operation.
Turnaround
02
Helped a protection distributor start-up secure £1.2m of growth capital.
Shaped the investment narrative, created the investment memorandum, sourced the right investor through our network, and worked through due diligence to close
Capital
03
Led a CRM transformation across a 500-person protection distributor.
From scope and build to rollout and adoption — delivering immediate, significant uplifts in operational efficiency and adviser performance
Transformation
04
Reached a seven-figure settlement in favour of our client in a commercial dispute with a major UK network.
Quiet, carefully handled work — resolving a difficult matter without escalation or excessive legal fees
Dispute
How we help

Four areas, handled properly.

Where we earn our keep.

i.

Turnaround & Performance

Practical interventions — commercial, operational, financial — that steady a business and move the numbers in the right direction.

ii.

Capital & Investment

Hands-on guidance for founders and boards weighing a raise, sale or restructure — from early shaping through to close.

iii.

Transformation & Change

Helping leadership teams design and deliver change across systems, operating models and ways of working — change that sticks

iv.

Disputes & Sensitive Matters

Measured advice in commercial disputes and other situations that call for a calm head and careful handling.

Our clients rarely need more noise. They need someone thoughtful in the room — and the work done well.
Caxton Advisory
Get in touch

Happy to have a first conversation.

If something here resonates, drop us a note. We'll reply personally — usually within a working day.