Why choose us

Whether you’d like to set up your own firm or just change the way you do business, you’ll find all the support you need in our expert teams. Here are just some of the services you can expect when you join us, and the core beliefs we stand behind.

Best Network and one of the best financial services firms to work for

At the 2023 Professional Adviser Awards, we won the Best Network category, demonstrating our commitment to high standards, independence and service delivery. We are also proud to have been a finalist in the 2024 Professional Adviser Awards.

We were named as one of the best financial adviser firms to work for in 2023. This recognises our commitment to the Corbel team, which is reflected in the high service standards we deliver for our members.

We’re proud to have been shortlisted for the 2023 and 2024 Money Marketing Awards, in the best network category. All of our team are delighted to have made the shortlist two years in a row.

Independence

We believe that your independence produces better outcomes for clients. When you’re working under restrictions of any kind, you aren’t painting the full picture for those you’re advising.

That’s why we’re proud supporters of independent advice. And while we do have a panel of selected investment providers, you’ll always have full freedom to do whatever’s best for both you and the client.

Common sense 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.

Advisers have praised our “can-do attitude” towards compliance, something we’re very proud of. If you’ve been hampered by a draconian approach to compliance at other firms or networks, perhaps now’s the time for a change.

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.

To make your life easier, you can get hands-on support with every aspect of your working day should you wish. If you’d just welcome a little extra help from time to time, our team will be available when you need them.

Access to senior people

One of the main advantages of belonging to a network is being able to call upon expert support whenever you might need it. So there’s nothing more frustrating than key personnel being unreachable, whatever the reason.

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.

On our blog, we’ll share news, opinions, and up-to-the-minute guidance on the key issues you need to be aware of. And through our training programme, we’ll give you the confidence to deliver the right advice to your clients, every time.

Paraplanning support

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

Paraplanning may be administrative in nature, but it plays a vital part in successful financial planning. Our team come with a wealth of industry experience, so you can trust them to get the job done.

Award winning

We are delighted to be included in FTAdviser’s list of Top 100 Financial Advisers in 2022 and 2023. In fact, we ranked in the top 10 for both years.

We invest a significant amount of time, effort and resource into professional development, so we were thrilled to win the Excellence in Professional Development category in the 2022 International Adviser Best Practice Adviser Award.

Purpose-built software for advisers and clients

Our in-house Finpath software platform is designed with efficiency, security, and longevity in mind.

This tool provides a hub for advisers to do both internal and client-facing work, enabling you to digitise your processes, keep track of CPD, safely store client information, and so much more. You’ll benefit from personalised branding and integrated Aixigo cashflow planning software – among countless other features – completely free of charge.

Arcus Wealth

Are you working for a financial advice business and unhappy with the experience, or worried about restrictions being placed on your independence? Perhaps you’re considering starting your own firm in the future but aren’t quite ready yet?

If this is you, consider joining Arcus Wealth. That’s our own fully independent financial advice trading name, which forms part of the Corbel Partners network. We have the option of joining as an Arcus Wealth adviser or an appointed representative.

Since 2005, dozens of independent financial advisers like you have made Arcus Wealth their home. Join us and you’ll enjoy all the advantages of belonging to a networked firm, but with the freedom to do business your way.

Visit the Arcus Wealth website

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.

Tracey Plant

Matthew Fleming

Thornton Holmes

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of our members would recommend us to other advisers.

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supportive of helping you provide independent advice.

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here to help you develop your business.

Blog

27 November 2024

How to soothe your clients’ political anxieties as an IFA

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.