Affiliate Membership Scheme

8AM Global
A UK-based independent asset manager (founded in 2006) specialising in data-driven model portfolios and bespoke investment strategies for financial advisers.
Our experienced team employs evidence-based methodologies to design solutions that protect and grow client wealth, supported by transparent reporting and a commitment to clarity. Trusted by advisers nationwide.

Albemarle Street Partners
A discretionary investment manager supporting independently minded financial advisers with carefully designed investment solutions.
Service is at the heart of what we do, ensuring that advisers have an investment proposition which is clear, consistent and focused on the needs of their clients.

Ascencia Investment Management
A specialist discretionary fund manager (DFM) delivering expert, tailored investment solutions that balance risk and reward.
We partner with financial advisers to offer strategies that align with the diverse needs of their clients, helping to deliver long-term financial security with flexible, transparent investment solutions.
As part of the Frenkel Topping Group, we’re across each stage of the settlement journey.

BNY Investments
A global asset manager with over $2 trillion in assets, underpinned by the strength and resilience of BNY with it's more than 240 year history.
We offer investment solutions to meet the needs of individual, intermediary and institutional clients, leveraging asset class specialists with distinct philosophies.

Bordier UK
An award-winning wealth and investment manager providing investment management solutions to advisers and their clients in the UK.
We’re committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services, and have done so for over 40 years.
Services include bespoke and model discretionary portfolios, purpose-built MPS decumulation strategies and tailored MPS solutions.

Brooks Macdonald Group plc
A leading provider of wealth management services in the UK.
Proudly serving IFAs and clients since 1991, we're independent, financially strong, and aim to deliver strong, consistent investment performance and innovative solutions to support IFAs and their clients throughout their entire lives as needs and circumstances change.

Charles Stanley
One of the UK’s leading wealth management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey.
Our focus on clients has endured since the foundation of Charles Stanley in 1792.

Ingenious
A specialist investment manager with extensive expertise in the media, real estate & infrastructure sectors.
We believe that our investments should deliver not only for our investors but also create a positive impact for the communities in which we operate.

Octopus Investments
Founded in 2000, we set out to be a financial services company with a difference, and one that put its customers first.
Part of Octopus Group, we manage more than £13 billion on behalf of over 63,000 investors.
From the very beginning, we’ve invested in the people, ideas and industries that can change the world and unlock a brighter tomorrow.

Schroders
A global investment manager established in 1804, manages £773.7 billion in assets (as of 30.06.2024). As a UK FTSE100 company with significant family ownership, Schroders offers diversified investment solutions tailored specifically for financial advisers and their clients.

Stellar Asset Management
Our Business Relief qualifying services provides investors with the option to mitigate Inheritance Tax after two years – as opposed to waiting seven years to claim relief using trusts or gifts.
With our diverse range of estate planning solutions, we ensure that investors can retain complete control of their assets throughout their lifetime.

Healthy Homes Solutions (HHS)
We, and the Vulnerability Initiative (VI), collaborate with financial institutions, local authorities, housing associations, and utilities to support vulnerable households.
Through data-driven engagement, vulnerability mapping, and financial assistance, we help fuel-poor and at-risk residents access tailored services, ensuring improved well-being and long-term sustainability in their homes.

One Loud Voice for Women (1LV)
A charity dedicated to accelerating gender balance in the workplace.
We support women at every career stage, from entry-level positions to senior management, addressing challenges like the 'broken rung' and the 'sticky middle'.
WE+M, our best practice Gender Benchmark, is a transformative framework designed to help organisations evaluate and improve their gender equity practices.

RJ Advocacy
We provide specialised support and an extensive referral network for individuals and families navigating the later life care journey of a loved one.
Our services include liaison with local authority adult social care and referrals for financial advice from accredited Society of Later Life Advisers along with referrals to expert legal, medical and social care practitioners.

Serve and Protect Credit Union
A not-for-profit organisation created to help employees in the police, prison, military, fire, and health services to save money for their financial future and be there if they need to borrow, with automatic deductions straight from their pay.

Adviser Outsourcing
We provide expert support to help your business thrive. We offer tailored solutions for CRM optimisation, income reconciliation, comprehensive training, and business processes.
Our dedicated team is committed to delivering exceptional service and helping you achieve your goals.

Cartana Compliance
We help FCA-regulated firms navigate compliance, risk, and governance through expert-led, tailored solutions.
Founded by Claudia Clay, Cartana delivers practical, strategic, and client-focused support across regulatory engagement, Consumer Duty oversight, anti-financial crime, audits, and more -empowering firms to meet obligations confidently while strengthening leadership accountability and long-term resilience.

Compliance Angle
A compliance and regulatory consultancy that understands the challenges facing small to medium-sized financial services businesses and start-ups navigating the complexities of regulation in the UK.
Our work is to make it less daunting and more seamless. We specialise in providing tailored solutions designed to help firms get regulated, stay regulated, and thrive.

Conduct Culture
We help FCA solo regulated firms to decode regulatory requirements by translating rules and expectations into simple language and solutions that balance the interests of, and improve the outcomes for, all stakeholders including clients, shareholders, staff and suppliers.

Dhillon 
Founded in 2013, we're a leading provider in the mortgage and credit sector, specialising in bespoke compliance solutions.
With a commitment to individualised service, we offer tailored solutions that meet the unique needs of each client, ensuring their success in an ever-changing regulatory landscape.

FSCom
A leading consultancy providing governance, risk and compliance solutions to financial services institutions in the UK and Europe.
We are a firm of deep domain experts who specialise in the asset management, banking, capital markets, digital assets and payments sectors.

Kroll
An award-winning provider of compliance and regulatory consulting services to the financial services industry.
We guide our clients at every stage of the business lifecycle and across a wide range of services to help them meet regulatory requirements and navigate the rapidly changing landscape.
Our experts have extensive regulatory, technical and industry experience drawn from the FCA, leading financial institutions, and major professional services firms.

Leaman Crellin
We’re an experienced team of financial services compliance professionals and former regulators.
Our expertise extends to key financial markets worldwide, assisting both international and local businesses in resolving often challenging cross border regulatory issues. Giving you confidence that with our expertise we’ll help you meet your regulator’s demands.

Sicsic Advisory
A leading strategic regulatory and risk consultancy, supporting financial services firms to build and grow sustainable businesses that are commercially successful, operationally and financially resilient.
Our team of senior consultants includes ex-regulators, seasoned consultants, industry practitioners and lobbyists, giving clients direct access to experts who have designed, supervised and implemented regulation and risk solutions.

TCC
We believe an overarching approach to compliance is the key.
For more than 20 years, we’ve been helping our clients overcome their conduct risk challenges, strengthen their compliance frameworks and improve customer outcomes through a unique combination of deep regulatory expertise and groundbreaking RegTech.

Thistle Consulting
The alternative consultancy for financial services. As an award-winning specialist, we help businesses navigate regulatory change, deliver transformation programmes, and achieve their strategic growth objectives.
By combining deep sector expertise with practical delivery experience, Thistle Consulting supports firms across regulatory compliance, business transformation, financial crime, and M&A services.

Zenith Compliance
We help professional financial advice firms to achieve and maintain regulatory compliance, and most importantly provide the right solutions, outcomes and support to their clients.
With a range of support services, we bring experience and expertise, together with a friendly, flexible, tailored approach to every business we work with.

Agnostic Adviser
An independent consultancy supporting financial planning and wealth firms with investment due diligence, CIP/CRP design, product governance, and operational improvement.
We provide objective, research-led guidance, help firms run or refine their investment propositions, and strengthens governance through oversight, project delivery, and client-ready communications, all without product bias.

Altus Consulting
A leading specialist Financial Services Management Consultancy providing independent strategic advice to clients in the Life and Pension, Insurance, Investment, Banking and Wealth sectors.
Serving over 250 Financial Services clients in the UK, Europe and further afield, we work with them to resolve complex business and technology challenges and to deliver change more reliably.

BDO UK
We provide tax, audit and assurance, advisory and business outsourcing services to companies across all sectors, including financial services, supporting firms of all sizes to manage their risk and ensure good conduct.

Blott
Blott is a premier global technology consultancy and delivery partner, specialising in end-to-end transformation across highly regulated industries, including Banking, Asset and Wealth Management, and Insurance.
We are implementation and transformational specialists, focussed on building the most cutting-edge, industry-leading technology products and platforms for our clients. We provide strategic insight and deep delivery expertise to accelerate business, operational, and technological performance worldwide.

FTRC
For over 30 years we've been helping advisers, investment platforms and advice technology suppliers understand how to optimise the use of technology in financial advice.
Unlike many consultants, we don’t tell you what you want to hear, we tell you what you need to know.

FWD
A market research consultancy with unique experience in helping clients implement regulatory change, including Vulnerability Guidance and Consumer Duty.
Our market research helps firms understand vulnerability and outcomes – identifying where vulnerable customers are not experiencing good outcomes.
Our consultancy helps firms develop the data architecture necessary to meet the FCA’s Consumer Duty requirements.

insight6
We support regulated firms to develop a clear, consumer-centric strategy that ensures their obligations of Consumer Duty are not just met but exceeded.
We develop employees to gain a greater level of understanding, review consumer expectations and behaviours, and help evidence each step of the consumer journey from initial engagement through to long-term advocacy.

Lutine Consulting
We offer solutions for the delegated authority sector, such as MGA’s, Lloyd’s Coverholders and DCA’s.
We provide coverholder audit services across the UK and Europe, with a bespoke approach for each audit.

MB Brand Communications
We work with companies to ensure their communications adhere to Consumer Duty expectations.
We provide Consumer Duty internal training, playbooks and carry out reviews to help marketers create clear communications. We write and designs communications that give customers the information they need clearly and in a way they can understand.

Morgan Armstrong
We help Financial and Mortgage Advice firms manage risk and ensure they are fully compliant with UK GDPR. This protects the confidential data of clients and employees as well as their business integrity and reputation.
The Group also has an HR Consultancy and a Talent Acquisition division.

Owen James
We connect senior leaders from major financial services distributors to address strategic industry challenges and drive meaningful change.
Through high-quality events, rigorous research and expert consultancy, it provides a trusted platform for collaboration, inspiration and action. Its commitment to sustainable, diverse engagement helps shape impactful solutions for the future of finance.

Paradigm
A premier provider of financial consultancy support to directly authorised IFA, wealth and mortgage & protection firms, alongside providing a multi award-winning mortgage club, a comprehensive protection and GI proposition and an extensive CPD Academy.
We pride ourselves on the depth of our Consumer Duty guidance we provide to the firms we support.

Paul Harper Search
A specialist executive search and recruitment firm dedicated to the Financial Services sector. For over 26 years, we’ve helped leading firms in Wealth Management, Life, Pensions & Investments to grow by identifying exceptional talent and building high-performing teams.
We also provide M&A advisory and consulting services, supporting business owners with succession planning, acquisitions, and growth strategies.

Redington
The first B Corp-certified investment consultancy, provides a full range of outcome-oriented advice, research and technology to some of the largest pension funds, wealth managers and institutional investors across the globe.
Whether it’s advice on investment strategy, selecting best-in-class managers or defining responsible investment beliefs, we’re here to help.

RIE Solutions
We support financial planning firms in mastering practice management, creating outstanding client experiences, and high performing teams.
Our Master Practitioners Club mentors Practice Managers and Operations Directors, fostering operational excellence. With a focus on sustainability, we optimise business practices to benefit clients, their teams, and the broader environment.

Solve
Launched in 2023, Solve is a specialist consultancy in the Wealth and Investment management sector delivering advice and change delivery.
Founded by seasoned COOs, and backed by Saragossa, we have experienced practitioners at our core.
With an unrivalled, deep understanding of the sector we provide you with trusted wisdom and counsel.

Academy of Life Planning (AoLP)
A non-intermediating financial planning network that operates virtually and globally.
We offer compliance services and business development support through AoLP Network, as well as direct financial planning services through AoLP Direct.
Our approach is based on the powerful GAME Plan model, providing depth and effectiveness in helping individuals achieve their financial goals.

Benchmark
We bring together quality advisers, delivers the digital tools they need to excel, provides a choice of leading investment solutions, and removes inefficiencies, so they can deliver great service and achieve better client outcomes.
Administering £22bn of assets, we work with over 1000 advisers to achieve the “Benchmark difference”; the value created through superior productivity and experience.

In Partnership
A leading UK financial advice network, providing compliance oversight, operational infrastructure and business development support.
We equip advisers with expert guidance, robust governance, secure technology and model portfolios, enabling efficient, confident delivery of whole‑of‑market investment, mortgage and protection advice to clients across the UK.

Lyncombe
A premier, pre-built advice solution supporting the growing membership of high-quality, restricted firms and advisers within the ASHL Group.
Powered by Rockhold Asset Management, Lyncombe’s unique proposition offers robust compliance and business support services, where the centralised research is conducted by third-party industry experts.

Quilter
We're one of the UK’s leading wealth managers.
We provide financial advice, advice-led investment solutions and investment platform services for financial advisers and their clients.
Aiming to deliver the very best support, we enable you to provide the best service to your clients and their families - helping them achieve their financial goals.

Sense
We champion your choice of proposition. With ~300 advisers, we prioritise quality advice, excellent client outcomes, and dedicated compliance support.
Sense offers business development support for all life stages of an advice practice. Whether you’re setting up a firm or de-risking your established business, Sense is the home for you.

Alltrust
A seasoned UK-based pension trustee and administration provider with 20 years of experience. With a technology-led approach, offering expert governance, compliance, property, and management solutions.
Renowned for reliability and transparency, Alltrust ensures secure, tailored pension administration that aligns with members’ strategic goals and regulatory standards for peace of mind.

M&G
As a savings and investments business with roots stretching back more than 170 years, M&G has a long history of finding innovative solutions for customers’ changing needs.
Today, M&G brings together a diverse set of asset management capabilities and insurance expertise to offer a wide range of solutions for different types of customers, to help grow and manage their savings.

Puma Investments
We invest in relationships to amplify the success of the people, businesses and projects we support.
It’s a considered and human approach, designed to enable our investors, partners and society to prosper.

Pure Retirement
We're lifetime mortgage specialists, founded on the belief that everyone deserves to enjoy their later years, with a culture of putting you and your customers first.
Our innovative products, award-winning support, and technological advancements enable your customers to access the value tied up in their homes.

Qualitymark Protection
A leading provider of insurance-backed guarantees for the home improvement sector.
As an FCA-authorised and regulated broker, we’ve safeguarded consumer investments for over 27 years, improving installation standards, strengthening installer accreditation, and delivering financial protection across the industry.

Royal London
The UK’s largest mutual life, pensions and investment company*, offering protection, long-term savings and asset management products and services.
We can focus on delivering positive, enduring change on behalf of our members and customers and their families, helping to protect the standard of living for this and future generations.
*Total 2022 premium income. ICMIF Global 500, 2024

Safe World Insurance Group (UK) Ltd
A niche insurance company based in Lancashire, specialising in Deposit Protection Insurance and Insurance Backed Guarantees for the UK home improvement industry.
We are one of the only specialist underwriters of these products, who is based in the UK.

aveni
Our platform uses the latest advances in NLP to analyse customer interactions, automatically assess Consumer Duty KPIs at scale, providing compliance insights, changes over time, and performance relative to peers.
In addition to improving risk oversight, QA automation and productivity, it offers evidence for regulators and highlights coaching experiences for staff.

BAM Paraplanning
We offer outsourced and freelance paraplanning support, along with comprehensive training solutions and consultancy for Financial Advisers, regulated individuals and firms and other paraplanners.

BareRock
We're revolutionising PI insurance for financial advisers, blending digital efficiency with a human touch.
Our dynamic rating model ensures premiums reflect your firm’s unique qualities, not industry averages.
We recognise and reward robust, client-centric processes with fairer, more stable rates. Good companies in good company®.

Bellevue Law
We're an award-winning boutique law firm.
Our specialists have extensive experience in FCA and PRA regulated businesses and can advise on compliance and regulatory issues.
We can help firms deliver good outcomes for their customers, and also help with employment, governance and contractual issues.

Benefits Guru
We're the market leading technical Information and research service for advisers, employers and employees providing independent analysis across all areas of workplace pensions and employee benefits.
Additionally, our Benefits Guru Pro Workplace pension comparison service provides comprehensive analysis and comparison of workplace pension providing due diligence on new business and renewals.

Bonafidee
Our ID verification and advanced e-signature tools let you really know your customer.
The platform gives you complete confidence about who you are dealing with at every critical interaction with the same certainty you could rely on in the real world.

Buckingham Research
An independent, specialist investment consultancy dedicated to supporting the financial adviser community.
We support firms with their investment solutions, whether they outsource or manage them in-house.
We have developed a unique and rigorous analytical framework to truly assess the value an investment proposition is adding.

Capstone Strategic Integration
Founded by Shaun Cremins CCXP, leverages 30 years of operational expertise to bridge the “Implementation Gap" in regulated firms.
We remove tech-driven friction to recover team capacity, ensuring digital tools facilitate Consumer Duty compliance while freeing your talent to focus on high-value client relationships and sustainable growth.

Core Financial Paraplanning Limited
A fully bespoke, high quality, outsourced Paraplanning company that works with financial planners to meet their individual needs.
By creating personalised services for our firms, we help financial planners to concentrate on the job that they love, whilst knowing everything else is taken care of.

Criterion
We develop and manage data and process integration standards that underpin hundreds of millions of mission-critical transactions every year, from new business quotations and applications to remuneration reporting and pension transfers.
Criterion is industry-owned and -governed, and operates as a not-for-profit.

Critical Research
We've researched financial consumers for 30+ years and specialise in helping industry stakeholders and financial services providers understand the impact of consumer duty.
As well as privately commissioned customer research, we author reports and lobby policy-makers to make industry improvements ensuring all consumers, regardless of differing circumstances, have equal and fair access to financial services.

Davies Group - Consulting & Technology People Development
Part of Davies, the leading specialist professional services & technology business serving financial services & insurance.
Our mission is to revolutionise the way organisations elevate performance through people. We combine deep practitioner experience with specialist sourcing and learning capabilities to deliver a range of highly innovative, digitally enabled solutions.

EIS
We provide a powerful, cloud native insurance platform that helps Ambitious Insurers future-proof their technology ecosystem so that their business model, product offers and ways of serving distribution are never held back again….enabling the truly agile operations of a tech company, rather than a legacy company stuck in the past.

EKAI
We use advanced proprietary Language Models specifically trained in regulatory compliance to interpret and analyse regulations, as an AI Co-worker.
Our Consumer Duty module automates communications analysis and document reviews providing vulnerability assessment and sentiment analysis with pre-populated submissions. It centralises outcomes tracking with customisable playbook and rich customer insights.

EV
Our scalable, modular tools empower your firm to meet Consumer Duty requirements by ensuring consistent, high-quality outcomes across every advice channel - digital, face-to-face, or hybrid.
By utilising a single, robust calculation engine, you can deliver reliable recommendations for risk profiling, cashflow modelling and investment options.
This functionality protects your business from risk while upholding regulatory standards.

Exnet AI
An Agentic wealth intelligence for the UK financial services market. Exnet delivers FCA-aligned AI agents for pensions, mortgages, tax, portfolios and ESG, turning open banking data into execution-ready guidance.
Built for IFAs, pension providers and asset managers, Exnet converts consumer engagement into qualified advisor opportunities.

Guiide
We give users, trustees, employers and providers the tools pension savers need to improve retirement outcomes.
Pensions is a world of complexity and jargon to many. Our journeys help savers understand, our modellers help them plan and our tools allow them to compare products and improve outcomes.

Howden
We’re a leading global insurance intermediary group with employee ownership at its heart.
We proudly represent 40+% of independent financial advisory firms across the country and place over £160m of premium into the PI market each year.
Our teams are experts in supporting companies of all sizes, from small regional businesses to multinational household names.

Investor in Customers
We provide independent measurement and evidencing solutions to help organisations demonstrate Consumer Duty and Four Outcomes performance.
This is achieved through robust end-customer, intermediary, document testing and internal surveying, supported by clear insight and practical recommendations.
We've surveyed over five million people and accredited more than 300 organisations for almost two decades.

Inzuzo
The UK’s premier financial advice referral business, connecting advisers with qualified, appointment-ready clients.
With £2.5bn in investable assets delivered in 2024, we’re a trusted Advicetech partner - renowned for precision targeting, innovation, and consistently delivering scalable, high-quality client acquisition outcomes.

Jigsaw Tree
We're a specialist consultancy and outsourcing firm who work in collaboration with financial advice firms to support and improve their operations.
We deliver a suite of services provided by the best professionals which add value and support the business requirements of the firms we work with.

JoyndUp Ltd
Established by its founder after considerable financial services experience at senior level, with both leading distributors and fintech suppliers.
Using their knowledge of the market, and proven success with Sales, Proposition Development and Marketing, they work with a select number of suppliers who provide great solutions for major distributors.

Kinherit
We support regulated firms in delivering and evidencing good outcomes in estate planning, for example, evidencing steps taken to reduce foreseeable harm, aid consumer understanding, and create practical audit trails.
Our STEP-qualified team provides clear, tailored Will and trust advice and supports clients with Kinvault, a secure handover platform that makes probate clearer, faster and more complete.

Kova Professions
We're an MGA specialising in Professional Indemnity (PI) insurance.
Employing a disciplined underwriting process that advocates for sound risk management, delivering bespoke PI insurance solutions, simplifying processes and reducing uncertainty for clients.
We prioritise our clients’ outcomes understanding the pain points, our mission is clear: to deliver hassle-free outcomes.

Mailock 
Brought to you by Beyond Encryption, the financial services industry standard for secure digital communications.
We give organisations the freedom to exchange digital information confidently, cost-effectively, and with full compliance, supporting our customers on their digital transformation journey.
We’ve built the world’s most secure encrypted communications network, protecting, and connecting businesses with our secure email solution.

Model Office®
A RegTech that automates retail intermediary firms’ governance, risk and compliance audit activities, providing heat mapped data analytics dashboards and MI to evidence compliant and professional activities, reducing compliance time and costs.
MO® has launched its Consumer Duty function allowing firms to diagnostically assess their progress against all FCA Duty directives.

My Care Consultant
We're an independent care navigator firm that helps those in need of care, their carers or legal representatives navigate the complex UK social and health care systems, and understand the value of, and how to access related professional services.

Navigatus
We partner with small financial planning firms to deliver fully bespoke suitability reports and a full range of paraplanning services.
We’re here to make your life easier, taking care of the details so you can focus on your clients with a friendly, expert team you can rely on.

Odyssey Pensions
A provider of trustee, administration & consultancy services for self-invested personal pensions & small self-administered schemes.

Omny Benefits
We offer services from workplace pensions and life assurance to private medical insurance, wellbeing programmes and key-person cover.
Our employee benefits team designs solutions that safeguard your people today and unleash your organisation’s potential tomorrow.

Open Door Policy
We work with firms to construct and document Charging Structures, Centralised Investment and Retirement Propositions (CIRPs) and the Consumer Duty. Propositions cannot be created without knowing exactly what the regulator expects, this is central to the propositions.
After working with literally hundreds of businesses Open Door Policy brings an independent service with no affiliation to any large provider.

Organised You
We help Financial Advisers build excellent admin support, freeing up their time to spend more of it with their clients.
We offer outsourced administrative and compliance support services, project management, and support firms in building robust and efficient in-house administration support.
We currently work with over 40 financial adviser firms across networks and direct  authorisation.

Outra
We're a data science and analytics company with over 5,000 unique data points from over 60 different data sources on over 30 million UK households. Giving companies GDPR compliant tools to understand their customer at a household level.
We have also developed a propensity model which enables organizations to identify their most vulnerable customers at a household level.

Penny
We're a leading-edge pension platform designed to help individuals consolidate fragmented retirement savings into a single, easy to manage plan.

Pillar Client Services
We're a non-advice outsourced client review service for UK IFA firms.
Client Review Managers work inside the adviser’s practice, under the firm’s brand, running structured reviews with sub-threshold clients. Flat fee, zero regulated advice, anything outside scope escalated to the principal. 

Protection Guru
Protection Guru Pro is the only quality and value for money analysis service that can produce value for money research on all leading term protection policies in less than 60 seconds.
In addition our protection guru.co.uk site is the ultimate free technical information and education hub for financial advisers on everything to do with protection.

Retirement Pathways
Retirement is no longer the ‘cliff edge’ experience for many people and people have much more freedom about how and when they retire.
That freedom can generate uncertainty and anxiety. Retirement Pathways LLP provide a range of workshops and coaching programmes within organisations and for individuals wanting to help prepare for retirement.

Rose FP Solutions
We work with Financial Planning firms to assist them with their administration.
Tasks such as onboarding new clients, letter of authorities and data gathering, new business, annual reviews, Mortgages and Protection too.
Our ethos is to do best by the customer and we consistently look for ways to improve the processes of the firm with the customer at the forefront of our business.

Shakespeare Care Consultancy
We offer independent advice, support and guidance to clients who require care in later life and need assistance in navigating what care provision best suit their preferences and choices.
We work closely with legal and financial advisers and we are an affiliate member of SOLLA (Society of Later Life Advisers).

Simply Academy
We deliver high quality financial services apprenticeships.
We provide practical training, industry qualifications, and career support, helping learners gain skills and confidence while supporting employers in developing capable, job-ready professionals for roles across the banking and finance sector.

SimplyBiz
We're a leading support services business, powering thousands of intermediary businesses through its leading brands – SimplyBiz, Compliance First, SimplyBiz Mortgages, SIFA Professional, FIBA, APS Legal & Associates, Gateway Surveyors, the Consumer Credit Centre, and Signature.

SM Advice
We're a social media management company focused on helping firms maintain a strong online presence.
We create content, brand content, and post content, aligned to regulatory requirements — saving time and effort for firms.
Our affordable price point makes it an ideal for those starting out or struggling to maintain a regular and consistent profile.

Smart Money People
The UK’s most comprehensive financial services review site, Smart Money People helps people and companies to create better outcomes.
We share the collective wisdom and experiences of customers to provide insights and ideas that will help shape the future of finance.
We provide always-on customer surveys that are optimised to capture relevant Consumer Duty information whenever customers interact with your business.

Sparrow Solutions
We provide training and CPD workshops, development and mentoring services for planners, paraplanners and support teams, as well as operational, process, and consultancy services. 
Run by Caroline Stuart, a highly qualified paraplanner with over 20 years’ experience, we offer a high quality, flexible service that's tailored to your needs, helping your business to fly!

Susan Carol Independant Social Work Services
An independent social worker with experience in social care since 1996.
We provide professional, objective, specialist social work support and advice to organisations, private businesses, private clients, and their loved ones across the UK.

The Culture Space
We're a centre of excellence supporting senior managers under the SMCR through SMF-specific practical learning, peer discussions and expert insight.
Also, The Culture Space Gateway is designed for those preparing to step into an SMF role, helping leaders build confidence, strengthen governance, and deliver better outcomes for consumers and their firms.

The Wisdom Council
We embed the voice of the customer into decision-making. Specialists in long-term savings and investment, we help you retain, deepen or grow your customer base, compliantly across three business priorities:
• Governance – evidencing positive customer outcomes
• Commercial Strategy – developing propositions that inspire
• Client Centricity – creating the architecture for customer advocacy.

threesixty
We deliver support and personalised solutions to over 950 directly regulated IFA practices - equating to more than 10,000 registered individuals.
Our experienced team of specialists deliver a range of cost effective compliance, training and bespoke development solutions designed to protect and grow adviser businesses.

Truestar Talent
Established in 2015 and one of the UK’s largest Wealth Management recruitment, multi-award-winning, companies.
Actively listening and working closely with clients and candidates, we create informed, ethical, long-term matches where people thrive, delivering outcomes that truly reflect the power of being heard in financial services.

Verve
The independent service provider changing the face of finance, empowering advice firms with a full range of outsourced support services, expert guidance and bespoke business technology.
Established in 2009, Verve’s mission is to make advisers’ lives easier at every point in the advice journey.

VouchedFor
We believe that the right advice has the power to transform lives.
We’re on a mission to help the adviser community deliver an even greater impact for millions of clients.
As the UK's largest review site for financial advisers, VouchedFor helps you harness client feedback to build trust with your clients.
1 in 3 new clients find and read an adviser's reviews on VouchedFor, before making contact.

Voyc
We use AI technology to monitor 100% of customer interactions, identify vulnerable customers, and ensure compliance for financial services firms.
Trusted by listed companies and small brokers alike, Voyc monitors millions of calls every month.

WAY Trustees Limited 
A professional trustee company with over 20 years of experience in managing Flexible Reversionary Trusts.
We help families and professional advisers protect assets, mitigate Inheritance Tax (IHT), and ensure smooth, compliant wealth transfer across generations, offering tailored trust solutions for effective long-term planning.

We Complement
We provide high-quality paraplanning and administrative support to financial advisers who value a collaborative approach.
We help streamline operations, ensure compliance, and enhance client outcomes. Our flexible, on-demand assistance reduces bottlenecks and frees up adviser time, enabling firms to deliver great advice with confidence, efficiency, and a seamless client experience.

Access Group
One of the leading providers of business management software solutions that empower more than 100,000 small and mid-sized organisations across the EU, USA and APAC.
We offer comprehensive digital learning solutions through a market-leading learning management system, CPD certified compliance and regulatory eLearning and highly engaging personal and professional development training.

Actus
We provide affordable, effective compliance software tailored for smaller firms.
Actus Oversight - our intuitive solution for managing Consumer Duty obligations - simplifies complexity, reduces admin, and supports FCA compliance through clear, actionable MI and auditable action tracking.

Adclear
An AI-first marketing compliance solution built for financial services and p[roviding instant approvals, centralised workflows, audit trails - all in one.
Leading fintechs such as Plum, Yonder, Creditspring, and more are already leveraging Adclear to cut their marketing review times by over 88%.

Advise Wise
An intuitive later-life sourcing platform, free, easy-to-use and dedicated to helping financial advisers streamline the advice process, enhance adviser capabilities, and enable the delivery of the best client outcomes.
It includes powerful product filters and comparison tools, an integrated mortgage club, dynamic Fact Find and Suitability Letter templates, 1-click solicitor instructions and built-in CRM functionality.

Air
The leading later-life lending platform with over 9,000 members - and we’re here to help you thrive.
Powered by cutting-edge technology, expert knowledge, and dedicated people, Air provides best-in-class digital sourcing and advice support tools, personalised performance development, and incentive programmes.
Register for free today, and discover how we truly live and breathe later life lending.

Alethica
We help financial firms resolve complex customer queries that traditional AI can't handle.
We automate the operational work behind customer servicing by taking actions across internal systems, not just answering questions.
Our platform turns regulations, policies and procedures into compliant workflows that automatically stay up to date as rules change.

Click2Check
A fintech company supplying Financial Advisers with Credit, Banking transaction reports within minutes of being asked for plus AML reporting under one umbrella.
Click2Check supply a branded hub giving the Adviser the ability to view accurately their client's financial position, enabling them to assess the opportunity to secure a mortgage loan.

Comentis
We're the leading provider of vulnerability assessments for the wealth, automotive and retail finance sectors.
Used by over 800 firms and with over 150,000 assessments completed to date, we are able to provide a consistent and objective approach to identifying and supporting vulnerable clients.

ComplAI Solutions
We built SmartPredict, an AI-powered assistant for financial complaint resolution.
Our platform helps firms review complaints for fairness, regulatory alignment, and potential redress risk, using historical Ombudsman decisions and FCA rules.
We aim to improve consumer outcomes and reduce compliance risk.

Confidante
We systematically consolidate information from multiple sources to deliver an accurate and thorough view of your clients' financil past, present and future.
Automate laborious, repetitive, and error-prone tasks to free up time for more meaningful and value-driven activities.

consumerduty.com
We provide a fully managed solution for measuring and improving customer outcomes aligned with the FCA’s Four Outcomes of Consumer Duty.
Combining independent insights, expert input, journey mapping, and real-time dashboards, we help firms turn Consumer Duty into a strategic advantage, ensuring meaningful improvements in customer outcomes.

CustomerSure
We help businesses turn customer feedback into real improvements that drive retention, growth, and improve customer satisfaction.
Our AI-powered Voice of the Customer (VoC) platform makes it easy to collect, analyse, and act on feedback, ensuring businesses deliver outstanding experiences.
Trusted by top brands, we simplify CXM with actionable insights and measurable results.

docStribute®
We transform regulatory communication into meaningful engagement.
Traditional methods fail to capture attention, leaving a Consumer Duty understanding gap. With 92% engagement, our durable medium hyperlinks and AI-powered assistant, AIDA, improve comprehension.
Delivering 7 million+ documents annually, we help financial institutions enhance understanding, track engagement, and prove Consumer Duty compliance with real-time insights and board reports.

Dynamic Planner
One system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging financial planning.
It is an award-winning end-to-end, risk-based system, combining intuitive technology with a trusted, independent asset risk model.

Elephants Don’t Forget
The home of Clever Nelly, an AI-powered continual assessment SaaS platform that financially guarantees employees learn and retain workplace training content to become truly competent in their respective roles.
Clever Nelly helps drive employee compliance, including Consumer Duty, reduces employee risk, and improves individual employee performance.

EstateConnect
A UK digital-death-notification platform enabling banks, insurers and utilities to receive, verify and manage bereavement notifications securely.
It streamlines compliance, reduces operational cost, prevents customer harm and accelerates estate resolution by connecting notifiers, institutions and legal representatives through a single trusted data-exchange network.

EvoNext
We deliver specialised GRC solutions for BFSI and FinTech, enhancing resilience through Consumer Duty, Product Governance, Product Change Management, Business Continuity, and Outsourcing Risk Management.
With expertise in Data Integration and API Development, EvoNext streamlines compliance, unifies data, and enables seamless system integration for informed decision-making and efficient risk management.

Finspector
Your AI-powered tool to help identify compliance risks, streamline approvals, auto-record activity and monitor social media for potential breaches - all in one place and aligned to your risk appetite.

Glimzer
We're trusted by the UK’s most forward-thinking financial planning firms.
Workspace brings client management, workflows and team collaboration together in one connected platform.
Weave puts AI to work alongside existing systems, increasing capacity and supporting good client outcomes, while keeping advisers and support staff in control of decisions.

Intellect Design Arena
A global leader in financial technology, offering solutions for banking, insurance, and other financial services.
We specialise in creating AI & composable, contextual fintech products that drive business growth, reduce costs, and manage risks effectively.

Kinvault
A secure platform helping families organise essential documents and information for life's critical moments.
Partnering with banks, wealth managers, and advisers, it ensures clients receive meaningful support during bereavement.
Reducing confusion and administrative burden, while enabling organisations to deliver more compassionate, compliant customer care.

Lyfeguard
We provide financial advisers and wealth managers with a secure, client-controlled platform that brings together documents, financial data, key contacts, and life context into a single view.
FCA-authorised and ISO 27001 certified, Lyfeguard supports firms efficiently across the entire client lifecycle, including critical transitions like loss of capacity and intergenerational wealth transfer.

Money Alive
A fast and easy to implement video solution that gives advisers control and oversight of client understanding in their advice process.

MorganAsh
We provide highly differentiated support services for the financial sector, combining technology with human empathy within a regulated environment.
MorganAsh combines technology skills with human empathy and financial services expertise – to deliver an unequalled range of support services for the financial sector.

Motem
We help financial services professionals to humanise the way they communicate with clients, for example produce reports that clients want to read, hold engaging annual reviews or have effective, challenging conversations.
Our director, Melissa Kidd, has a background in psychology and communication, trained by the Plain English Campaign, and is a master NLP practitioner and a certified coach.

Obsidian
We provide practice management software to financial advice firms and consolidators.
The platform records client meetings using AI-generated notes, stores client information in an integrated CRM and aggregates portfolio data.
Compliance teams can review records across advisers and firms, supporting the evidence firms need to monitor and assess customer outcomes.

PolicyShift
A Unified Compliance platform that monitors legislation, updates policies in real time, and gives organisations audit-ready visability over governanace.
By automating horizon scanning, policy management, employee acknowledgement, and compliance reporting, PolicyShift turns regulatory change into actions, helping leaders reduce risk, prove compliance, and stay aligned with evolving regulations.

Profylr
We’re a regulatory technology company delivering SaaS regulatory intelligence solutions for financial services. Our approach connects regulation directly to firm data, creating clear regulatory insight.
Conduct Intelligence, servicing the FCA’s Consumer Duty, is live and in market and represents the first regulatory use case within Profylr’s Enterprise Intelligence ecosystem.

Protectix
An AI-powered protection planning platform, built to transform the research, comparison and analysis process for protection products and providers.
Designed to reduce workflow friction, increase productivity and ultimately optimise the value and quality of protection advice.
We’re enabling a smarter, faster, and more simplistic approach to protection planning.

Templi
An agentic AI based operating system for financial, insurance and mortgage advisers that helps automate suitability report writing, note taking and factfind population while acting as a connector between your data held on CRMs and platforms.
Templi allows advisers to deliver advice fast and at scale without compromising on compliance.

WealthWritr
A bespoke wealth copywriting platform.
The product also has a dedicated Monitor for summaries of industry information and a planner for content calendar organisation.

webuylifepolicy.com
A platform that provides customers who have decided to lapse their unwanted Life Insurance policies with a choice that did not previously exist.
We provide lump-sum payments for eligible policies. This represents a financially superior outcome for a consumer relative to receiving no payout from the insurer.

The Association of Professional Compliance Consultants (APCC) 
For professionals who advise firms regulated by the FCA and the PRA in the UK.

Association of Governance Risk and Compliance (AGRC)
A global non-profit accreditation organization founded in 2020. We offer LIBF-accredited Level 3 qualifications in AML, ESG, KYC/CDD, Compliance, Risk Management, and more.
We facilitate knowledge exchange among governance, risk, and compliance professionals across jurisdictions in financial services and beyond.

Equity Release Council
We represent the equity release sector, promoting high standards of conduct and consumer safeguards.
These protections have helped grow the market, build adviser and consumer confidence, and dispel misconceptions. Its diverse membership strengthens the sector’s collective voice, while the Council remains independent of the specific views of individual member firms.

Federation of European Independent Financial Advisers (FEIFA) 
A trade association that represents English-speaking Financial Advisers operating throughout Europe.
The Federation provides a strong voice for the adviser community across Europe and beyond; representing the sector with financial institutions and, where relevant, with governments and regulatory bodies.

The Financial Planning Club
A supportive community for IFA business owners, offering insights, peer support, and practical guidance to help them grow their firms. It provides valuable resources, expert advice, and a collaborative space to tackle industry challenges while balancing client work and business management effectively.

Income Protection Taskforce (IPTF) 
IPTF has been working since 2005 to raise awareness and boost sales of income protection across the UK.
We’re a not-for-profit group funded by our members, who make up most of the personal protection industry. Our goal? Simple. We want more people to know about and benefit from income protection.

Institute for Financial Wellbeing
A non-profit organisation launched in 2019. It’s a membership-based business focusing on supporting the shift in the finance services industry away from selling products and more towards the understanding of what clients actually want from their life and money.
Members are part of a vibrant community of likeminded professionals who have access to collated and bespoke financial wellbeing resources and events.

The Insurance Institute for Shropshire and Mid-Wales
We offer a constant source of support, inspiration, and new possibilities to those working in insurance.
Our CPD, networking and social events provide a platform to develop knowledge, create business relationships, and help boost professional confidence. Most events are free to members.

The London Institute of Banking & Finance (LIBF)
Providing industry-leading education and qualifications for the financial sector since 1879.
With a focus on vocational training, LIBF delivers a broad range of qualifications, with courses to support banking and professionals at each stage of their careers – from entry-level to advanced professional qualifications.
LIBF also delivers cutting-edge thought leadership via its research centres

SENDA
The UK Alliance of Special Educational Needs and Disability Advisers, a voluntary group of financial, legal, and charity professionals who collaborate and strive for better outcomes for families of people with disabilities.

Society of Later Life Advisers (SOLLA)
We aim to meet the need of people seeking later life financial advice by ensuring they can find an Accredited Adviser local to them.
All SOLLA later life advisers specialise in the financial needs of older people and are independently accredited.