For financial advice and planning firms

Building sustainable partnerships

Call us old-fashioned – but we believe that advice is best delivered by human beings. Qualified, experienced advisers who genuinely care about clients and their needs – not by bots or via offshore call centres. Whilst we embrace technology and we will always seek to be efficient – this will not be to the detriment of our clients – we understand what independent advice really is, and why and how it really matters.

Tread carefully

If you are planning an exit, a traditional consolidator that treats your clients and your team like numbers on a spreadsheet should feel like a poor choice. If you want to grow your business further, you may feel stuck with capacity, compliance, recruitment and tech challenges holding you back. Either way, you need a partner who believes in the continuation of independent financial advice more than the consolidation of client assets purely for commercial gain.

Your next chapter

Partnership options shaped around your future

Whether you're exiting or scaling, we start with what matters to you. Together, we agree the right level of support, investment, and autonomy, then build a plan that means you can move forward with confidence.

A proven model building real momentum

We're already home to ambitious advice and planning firms that felt stuck and wanted better for themselves and their clients. Our model is proven, with over £1 billion in funds under management, 57 employees, and a group turnover exceeding £6 million. We support great business owners with the resources, technology, investment, and autonomy they need to break through barriers, exit well, or accelerate growth, without compromising what makes their firm unique.

A Chartered, Certified B Corp financial planning firm with £800 million in funds under administration. Based in Worcester and London with a growing national footprint, and developing future talent through its Apprentice Adviser Academy.

Holistic, transparent financial planning for people, families and businesses across the South West and South of England. £200 million in funds under administration and a team of 11 focused on long-term relationships and clear advice.

A London-based Chartered IFA with £200 million in funds under advice and a team of 11. Majority management-owned (70%), operating with employed advisers only and focused on long-term, client-first planning.

Based in Taunton with an experienced adviser and administration team and a growing presence across the West Country. Embracing technology to support holistic financial planning and a strong client experience.

It's starts with a conversation

Are you ready for the next chapter?

We bring like-minded, independent, advice firms together around shared values and a long-term view. Whether you want to retire without the traditional consolidator experience, or you want to grow but feel stuck, we'll explore partnership options that fit. It starts with a conversation so we can learn more about each other. Complete the form below, email or call us, and let's explore what your future could look like together.