We’re active supporters of your business

Discover daily payments, whole of market access, sound compliance, CRM and business support.
In Partnership leads the way.

Ensuring Excellence

What we do

Our network of more than 500 independent UK financial advisers benefits from the effective support and real-time business systems we provide.

In Partnership provides an end-to-end service, delivered by experts in all areas of the advisory business and through a bespoke software system that generates compliant and auditable records. We offer business training opportunities, compliance support and consultancy for all of our advisers, all focused on delivering your business needs.

We have a great range of investment solutions, from our own in-house, risk-rated model portfolios to a large, approved list of funds that members can have confidence to recommend. Our approach is designed wholly to help you grow your business in a whole-of-market network.

Our Strengths

We are committed to providing expert advice.

From a plethora of services including compliance, finance, account management, business consultancy and investments, we provide expert advice to independent advisers across the UK and are proud of our consistent whole-of-market offering.

In Partnership’s bespoke software and business advisers will help reduce management time, making your business more efficient and freeing time for clients. There are even daily payment runs, designed to keep your cashflow flowing.

Our goal is to help your business achieve every success – so you know that we will always help you to move forward together.