Your next-level networkOver 150 adviser firms work with us to protect and grow their business – and realise more value than they thought possible.
Make connections that matter
Best practice. Diverse perspectives. Technology-driven solutions. Our partners tell us that joining our network introduced them to ideas, conversations, and tools they simply weren’t getting anywhere else.
A community culture
Every business relationship is personal to us. So our network values partnerships and sharing ideas – while letting individuality shine through.
Dedicated to advisers
We work with over 1,600 financial advisers and counting. Your success is our success – so you know we’ll always advise what’s best for your business.
We’ve designed our technology and processes to be friction-free - so you save time and money you can redirect towards your clients and business.
Streamlined for success
Access any of our tech through a single sign up protected by industry-leading security. It all shares the same live data, so you can automate and simplify your processes – saving precious time.
We keep raising the bar for technology—and have been for over 30 years. Like when we created the UK’s first fully-integrated, web-based compliance and practice management system.
Support from all sides
Our proprietary solutions include practice management, platform, investment solutions and our digital client portal. We’ve shaped each one for every step of the way: from starting up to going for growth.
Join a network that embraces independence
A dedicated team to get you on board
Our turnkey solution and one-to-one support get you up and running swiftly and smoothly—whether you’re starting up, streamlining, going for growth or building an exit strategy.
Here for you so you can get down to business
How you run your business is up to you – we’re here to focus on what makes the adviser and client journey better. And to support you with legal, regulatory and contractual matters.
It’s not for everyone…
And that’s how we like it. Your reputation is our reputation, so we thoroughly vet every application and choose our network members with care. And our glowing regulatory record speaks for itself.
We’re with you and your business, from go to grow
Tell us about your business, your goals and your aspirations. And we’ll let you know how we can help.
Credibility, stability and opportunity
We launched our IFA network in 2003, building a reputation that includes accolades for our technology, service, and teams – as well as multiple Best Network awards. In 2016 we joined Schroders, uniting our expertise to offer an even broader range of opportunities to our clients.
We’ve built our technology specifically around what advisers and their clients tell us they need – and as those needs evolve, so do the solutions we develop and offer.
Part of the Schroders family
We’re 100% owned by one of the most widely-respected asset and wealth managers in the world – so you can expect centuries of stability and security behind you.
Support that suits you
We’re here throughout your journey with executive support – as well as access to start up and exit finance, legal and HR advice and even property guidance.