Supporting financial advisers every step of the way

Whether you’re part of a team or on your own, get the help you need with compliance, paraplanning and more, so you can stay independent and focus on giving your clients the very best advice.

Are you…

Starting a
new firm?

You’ve been advising clients for at least two years, and now you want to take control of your future by starting your own firm....

Moving
network?

You already run a financial advice business, but you’re not getting what you need from your network....

Leaving direct authorisation?

You’ve got your own financial advice firm, but the burden of direct authorisation has become too much....

Leaving your current firm?

You’re an individual adviser and don’t want to start your own firm, but it’s time for a change....

Looking for a stepping stone?

Now’s not quite the right time to start your own business, but it’s in your future plans and you need help to achieve it....

Planning to remain independent?

You’re worried that your current firm will remove your independence and restrict how you advise clients....

Hear from
our advisers

You need to know whether we’d be the right fit for you, so don’t just take our word for it. Here's what some of our adviser partners have to say about their experience with us.

Matthew Fleming

Thornton Holmes

0 %

of our members would recommend us to other advisers.

0 %

supportive of helping you provide independent advice.

0 %

here to help you develop your business.

Why choose us

Independence

We believe that your independence produces better outcomes for clients. That’s why we’re proud supporters of independent advice.

Commonsense compliance

We want you and your clients to succeed. So when it comes to compliance, we use common sense, ensuring you’re on track but can still deliver great advice.

Everything under one roof

We provide the compliance support you expect and need, but also other services such as paraplanning to ensure your business really thrives.

Access to senior people

We don’t have multiple layers of middle managers. That means you can speak to who you need to speak to, when you need to speak with them.

Keeping you up to date

The regulatory landscape under which you work changes often. Our regular bulletins and CPD sessions will help you stay on top.

Paraplanning support

We know you often need some extra support, which is why we make paraplanning available for advisers and firms who need it.

Blog

23 November 2023

What Love Actually could teach you about forming lasting client relationships

Corbel Partners Limited is authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales. Registered number: 05280582.

Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk

Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.