We have acquired The Adviser Support Hub (TASH) and The Admin Pod (TAP), leading providers of paraplanning and administration support for financial advisers, as of March 22nd, 2024.
· Strategic acquisition support In Partnership’s growth plans.
· In Partnership network advisers to get access to market leading support services.
Horsham, March 22nd, 2024: We have worked closely with TASH and TAP, who have provided outsourced paraplanning and administration services to its members and wider financial adviser market for the past 14 years.
This acquisition will allow the our network advisers unparalleled access to market leading support services in line with the Appointed Representative regime and Consumer Duty rules.
CEO of In Partnership Kevin McDonagh stated:
“We are delighted to acquire a proven, leading outsourced paraplanning firm in this next step of our expansion. This strategic acquisition will assist the group in its growth plans in several areas over the coming months. Our harmonious employee cultures facilitate a seamless transition moving forward, and we are confident in the success that it will bring. We look forward to working with and developing our business strategy together.”
In consideration of the Appointed Representative Regime and Consumer Duty rules the acquisition of TASH and TAP will give our members access to support that will help to ensure a robust and repeatable research process, whilst allowing advisers additional quality time with their clients.
Director of (TASH and TAP) Daniel Galbally said:
“Having worked closely with the senior management at OPGL for 14 years, it is clear to me that both our business objectives and staff cultures are closely aligned, and this acquisition feels a very natural step. I am confident that OLPG’s industry expertise, resources and shared values will secure the future success of The Adviser Support Hub as a leading firm in supporting financial planners across the country. I know we have a great future together.”
We are proud to be able to offer further support to our advisers to ensure their clients are given the best possible experience during their respective financial journeys.