associate partner programme
If you’re a financial advisory business looking for additional business support, then our dedicated associate partners are on hand to help you.
From mergers and acquisitions, to outsourced consultancy, business and technology services, each of our trusted partners have been individually assessed and verified to ensure you’re working with the industry’s very ‘best in breed’.
Meet our associate partners
Discover how our associate partners could help support and grow your financial advisory business, across a range of services.
Business consultancy
Mint Blue Consultancy
Mint Blue Consulting provides project management and consultancy services to Advice Firms and industry software suppliers. Key projects cover Propositions, Integration Mergers and Technology Implementations helping firms manage their change journey with a structured and pragmatic approach.
- Integration Mergers – Once a Merger or Acquisition has happened, firms need to integrate. Mint Blue Consulting structures and runs your project, co-ordinating and facilitating different technology, people and processes for successful delivery.
- Propositions – whether existing or new, Mint Blue Consulting works with you to deliver your Proposition vision, from high-level big picture through to structured project delivery.
- Technology Implementations – Mint Blue Consulting works with you to organise and facilitate your technology implementation requirements in line with your proposition and technology stacks to support you and your clients.
Business support
eParaplan Connect
Unlike typical outsourced paraplanners, we provide a complete ‘insourced’ office, offering a fully proactive client servicing solution. Our goal is to relieve you of all paraplanning and admin headaches, while adding real value to help you achieve your business goals — no matter how ambitious they may be.
- Proactive Client Servicing
Our team supports your client servicing year-round, ensuring no task is missed, every client feels valued, and your service proposition consistently exceeds expectations. - Flexible, Scalable Support
Choose the tasks you need help with, whether servicing or new business and we’ll deliver via a simple per client per month subscription, allowing you to scale confidently without worrying about recruitment or overheads. - Total Peace of Mind. We don’t just complete the work – we keep your business engine running. Relax knowing clients are cared for, your regulatory requirements are met, your operations are in safe, expert hands and improvements never stop.
Melo
Melo helps financial planning firms improve efficiency, accelerate growth, and achieve exit strategies that meet their objectives, offering unbiased, client-focused guidance to enable owners to build and exit better businesses.
- Business Effectiveness Review
We help firms improve efficiency, increase profitability, and establish the operational foundations necessary for growth. Our Business Effectiveness Review provides a customised roadmap, guiding firms toward enhanced performance and long-term sustainability. - Exit Readiness Assessment
Our Exit Readiness Assessment helps business owners see their firm through the eyes of an acquirer. We identify gaps or weaknesses and create a tailored action plan, ensuring the business is prepared for a successful sale. - Business Sales
We represent sellers by marketing their business without financial bias or restriction. From initial exit planning through to completion, we manage negotiations, provide expert support, and project-manage the entire sale process, standing by the seller throughout.
Simplify Consulting
We are a practitioner-oriented Wealth consulting firm bringing insight, expertise and extensive experience to help our clients. We bring a tailored approach to each and every engagement from operational optimisation to transformational change and we deliver
unparalleled value for money.
- We operate across the Wealth Management ‘value chain’. Supporting Advisers, Networks, DFMs, through to Platforms, Asset Managers, TA’s and BPO/ITO Providers.
- We have a broad range of Consultancy Services, which are underpinned by our tools, frameworks and methodologies including Strategy & Operating Model, Operational Excellence, Project Delivery, Analysis & Testing and Risk & Regulation.
- Flexibility and willingness to work with clients of all shapes and sizes. Offering a diverse set of consultancy services enables us to bring unparalleled insight to our engagements and a ‘whole of market’ perspective.
Mergers and Acquisitions
Catalyst Partners
Catalyst Partners is the premier provider of bespoke merger and acquisition services for the financial planning and wealth management sectors. Our services are sell-side mandates only and we enable business owners to maximise and realise the full value of their business.
- Preparation and plan – we take time to understand your business, prepare an Information Memorandum, map out the best route to reach potential acquirers and arrange and attend all meetings.
- Analyse and Negotiate – we arrange for interested parties to provide indicative offers to an agreed timetable, analyse these and provide a detailed diagnosis of each. We negotiate on your behalf resulting in a formal offer and Heads of Terms with the preferred acquirer.
- Agreement and Guide – we work with your professional advisers (accountants and solicitors) during the due diligence phase and on the agreement of legal documentation. We guide you through the entire process, keeping you informed every step of the way and providing you with professional peace of mind.
Technology
Navos Technologies
Navos specialise in providing technology solutions to the financial services industry. Our vast knowledge of the sector means we understand your technical challenges and regulatory requirements. We ensure your business will grow and evolve digitally while remaining compliant.
- Custom built technology – We can build the front-end portal you need to ensure your business runs the way you want it to, using APIs to fully incorporate intelliflo into the solution.
- Data services – When using a solution like intelliflo, you must ensure your data is clean and fit for purpose. We can audit your data to ensure you get the best out of it.
- Cyber security – Your data is the backbone of your business. Ensure that it is secure and safe with the best cyber defence solutions on the market.
Connect with our partners
Does your business require some additional support from our associate partners? To register your interest, fill in the fields below to send us your contact details.
Just a moment…
We’re checking availability for you.
It looks like you didn’t schedule your session
Please refresh the page and try again.