Albemarle Street Partners is a small experienced team of investment professionals. We came together to form our boutique so we could work with a focused group of financial advice firms to build investment solutions which meet the needs of their clients. We believe it is financial advisers who know their clients best and so our job is to shape what we do around the advice philosophy of our partner firms. And because we work with a limited number of firms we can be genuinely collaborative on both the investment process and working together to deliver growth.

Here at Antony George, we pride ourselves on being true specialists in Financial Planning Recruitment. We specialise in sourcing top calibre Financial Advisors, Paraplanners and Administrators throughout the UK. We are also the first recruitment business to introduce a subscription model to the Financial Planning world!

We are passionate about giving back to an industry that we love. We regularly write blogs and articles for industry recognised publications giving insights and tips to candidates, managers and business owners. Also every single month we host webinars with a variety of subjects (relating to Financial Planning) with accredited and successful subject matter experts.

Established in 2014, Capital and Trust are one of the UK’s leading mediators in the sale of financial services businesses. They have completed on nearly 700 company sales since inception, and 59 wealth management transactions in 2021 alone, with deal sizes ranging from £380k to over £100m. They have relationships with nearly every wealth management buyer in the UK, and help sellers fully understand the differences between acquirer’s propositions so they can make an informed decision on which option best suits their ambitions and goals.

When selling a business, the headline value is obviously significant, but rarely the most important factor. Many sellers are being seduced by a number that is unachievable, where they actually need to understand the expectations of the buyer, or the earn out criteria and the caveats affecting their payment. Among other criteria to consider is liability terms for advice given pre deal completion – since these also vary greatly from buyer to buyer. Capital and Trust have a network of specialist providers of compliance, legal and tax advice to help you on every step of your journey.

Their brokers have relevant business backgrounds and range from former financial advisers to solicitors to chartered accountants and are a regular provider of commentary for the industry media. Capital and Trust have been professional witnesses in valuation disputes and negotiated deal terms on numerous complex mergers, MBO/MBI’s.

Bio coming soon.

One of the main objectives of In Partnership is to enhance the commercial prospects for its members by freeing up their time to do what they do best, namely, advise clients and expand business opportunities.

It’s about delivering clients the right advice for their needs and helping you build the business you want.

Our support for you will seek to encourage best business practice and profitability through business development initiatives and added value services. We believe in being open, approachable and totally transparent in the way we operate, ultimately benefiting the general public.

As a Network, In Partnership’s culture is unique; a close, personal network where there are no ‘ivory towers’. Members are able to engage directly with the Management Team and Directors.

From sole traders, small companies to large multi-adviser practices, we pride ourselves in ensuring all members feel like part of a larger organisation that can be relied upon.

Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives.

Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £60.5bn /$81.9bn /€72bn as at 31/21/2021.

NS&I offers a range of financial products with 100% security for all money invested - due to our backing by HM Treasury - even above the Financial Services Compensation Scheme limit. This provides absolute peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer savings accounts and ISAs.

NS&I is committed to supporting the financial advice industry in looking after the finances of many of NS&I's high value customers. Currently we have over 1 million customers with £50,000 or more invested with us, and over 9,000 have over £1 million invested with us. Many of these customers will have financial advisers.

Octopus Investments, part of the Octopus Group, is a leading specialist investment business with over two decades of experience, dedicated to delivering tax-efficient investment solutions to financial advisers and investors across the UK. We are the largest provider of VCTs, EIS and BPR-qualifying investments and an active investor in UK smaller companies.

At Octopus we champion the value of financial advice and passionately believe that more people and their families could benefit from financial planning. We want to change the world of investments by offering a straight-talking approach, exceptional customer service and products that aim to do what they say they will.

About Octopus Group
Octopus is a group of innovative, entrepreneurial businesses investing in the people, ideas and industries that will help to change the world. We are experts in financial services and energy, and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £10* billion on behalf of retail and institutional investors. Our energy supply business is one of the fastest-growing companies in the UK, reaching 2 million customers in just five years, and is the only supplier to be recommended by Which? four years in a row.
Octopus Energy, Octopus Giving, Octopus Moneycoach, Octopus Investments, Octopus Renewables, Octopus Real Estate, Octopus Ventures, Octopus Wealth and Seccl Technology are all part of Octopus Group. Visit octopusgroup.com.
*Includes funds under advisory mandates and the Octopus Cash service as of 31st March 2021.

Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing over 100 products and funds, and over 60 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.
We help professional Advisers to give the best advice to their clients, by equipping them with high quality products and services, backed by great support and training.

SimplyBiz provides the very highest quality of comprehensive compliance and business support to 1000s of financial advisers across the UK. During our twenty-year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business. Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this produce the best outcomes for the firms we serve and their clients? Our 500+ strong team understands advisers are central to everything we do, and our culture and ethos places the firms we serve firmly at the heart of SimplyBiz.