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Deliver more
Scale with our support
When it’s time to take your business to the next level, we can help. We’ve got the expertise, experience and innovation to help your business thrive at every stage.
Build teams
Develop existing teams and take on new advisers with confidence. From our academy to our comprehensive training and monitoring programmes, we’ll make sure you get the best from your people.
Increase reach
Bring in more clients by expanding your offering. We’ll connect you to specialist partners so you can outsource additional services, and provide the marketing tools to help boost your visibility.
Expand your practice
Get the right fit with acquisitions that complement your existing business. We’ll introduce you to suitable firms who are looking to sell, and guide you through the whole process.
Our other core services
Regulatory expertise
- Compliance services
- Advice quality & regulatory consultancy
- Regulatory business consultancy
Financial technology
- Integrated planning & back-office systems
- Product research & sourcing
- Learning & regulatory technology
Business support
- Professional development
- Proposition development
- Growth & exit services
Products and services to help you grow your business
Filter by product type:
Professional development
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
- Training & CPD
- Learning platform
- Regulatory-based training
BUSINESS SUPPORT
Proposition development
Support more clients, more effectively by enhancing your offering and better promoting your services.
- Investment solutions
- Mortgage & protection
- Referrals & partnerships
BUSINESS SUPPORT
Acquisition & exit
Grow your business or realise its value with Horizon, our exclusive firm buyout service.
- Realise the value of your business when it’s time to exit
- Find the right firm to acquire if you’re looking to grow
- Find the right deal for you and your clients
BUSINESS SUPPORT
Financial planning
Optimise the advice process with free access to Defaqto Engage, the UK’s most comprehensive financial planning tool.
- Streamline operations with a single solution- from ATR to research and suitability reporting
- A consistent methodology to help lower risk
- Deliver a confidence-inspiring advice journey that leads to sustained growth
FINANCIAL TECHNOLOGY
Research & sourcing
Find and recommend the most suitable products to your clients with our research and sourcing tools.
- Mortgage software
- Protection & GI solutions
- Investments
FINANCIAL TECHNOLOGY
Business consultancy
Use our cost-effective consultancy to design and implement clear, consistent documentation and processes that streamline your customer service.
- Bespoke investment process
- PROD & fair value analysis
- CIP & CRP support
REGULATORY EXPERTISE
Professional development
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
- Training & CPD
- Learning platform
- Regulatory-based training
BUSINESS SUPPORT
Proposition development
Support more clients, more effectively by enhancing your offering and better promoting your services.
- Investment solutions
- Mortgage & protection
- Referrals & partnerships
BUSINESS SUPPORT
Acquisition & exit
Grow your business or realise its value with Horizon, our exclusive firm buyout service.
- Realise the value of your business when it’s time to exit
- Find the right firm to acquire if you’re looking to grow
- Find the right deal for you and your clients
BUSINESS SUPPORT
Financial planning
Optimise the advice process with free access to Defaqto Engage, the UK’s most comprehensive financial planning tool.
- Streamline operations with a single solution- from ATR to research and suitability reporting
- A consistent methodology to help lower risk
- Deliver a confidence-inspiring advice journey that leads to sustained growth
FINANCIAL TECHNOLOGY
Research & sourcing
Find and recommend the most suitable products to your clients with our research and sourcing tools.
- Mortgage software
- Protection & GI solutions
- Investments
FINANCIAL TECHNOLOGY
Business consultancy
Use our cost-effective consultancy to design and implement clear, consistent documentation and processes that streamline your customer service.
- Bespoke investment process
- PROD & fair value analysis
- CIP & CRP support
REGULATORY EXPERTISE
"Your exceptional services has allowed me to focus on running and growing my business – with access to all the support I need, when I need it, whether its attending events, referring business to your partners, or accessing the tech I need. Furthermore, your Best Practice Forums are invaluable, as I look to share ideas with fellow advisers."
Stephen FrancisMPFS Wealth Management
