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Our mission
By delivering the technology and services platform that powers the future of financial advice, we shape a better financial future for all.
See our services
Why we do what we do
With evolving regulation, disjointed technology and over 30,000 financial products to choose from, how can intermediaries offer comprehensive support and suitable advice to their clients?? And how can product providers create and distribute the products that people need and want?
That’s where we come in. We exist to help financial professionals create better outcomes for consumers.
Our solutions support our customers to drive forward and provide quality advice
Supporting thousands of intermediaries with regulation, technology and business support, we help them serve more clients, more effectively, to ensure a vibrant and successful market for professional financial advice.
Our knowledge and expertise power the new age of financial planning
Fuelled by regulatory expertise and powered by people and technology, we continuously improve and innovate to deliver a new era of financial planning.
Our insights help shape the thinking that drives the products of tomorrow
Partnering with hundreds of product providers, we provide market intelligence and expertise to drive product innovation and build distribution strategies that improve consumer access, choice and outcomes.
Meet the team
Get to know the dedicated team who combine experience and fresh thinking to support our customers and drive the market forward.
James Gibson
Head of Consultancy Services
Tom Hegarty
SimplyBiz CEO
Josh Wrigley
Head of Adviser Technology
Alexander McGregor
Director of Policy
Louise Wilson
Director of Events
Jill Hamilton
Head of Operations
James Chapman
Head of Compliance Services
Adnan Gill
Head of Member Success
Marc Thompson
Member Service & Sales Director
Paul Bruns
Compliance Director
Join our team
Are you a forward financial thinker?
If you’re passionate about helping to shape a new era of financial advice, you’ll be right at home here.
Grow with us
Multi-award winning service
We're proud to have won an array of awards over the years. Here are some of our most recent:
Better outcomes for all
We’re part of Fintel, the UK’s leading fintech and support services business.
Operating at the heart of retail financial services, Fintel’s goal is to simplify and improve the sector while remaining future focused, to inspire better outcomes for everyone.
Learn more