in Partnership

What in Partnership does

In Partnership is a UK-regulated financial adviser network founded in 2000 and now operating as a wholly owned subsidiary of Russell Investments. It serves independent financial advisers across Great Britain and Northern Ireland, providing the operational and regulatory infrastructure that those advisers need to run compliant practices. The firm is authorised and regulated by the Financial Conduct Authority (FRN 192638) and is headquartered in Horsham, West Sussex, with a headcount of 51–100 employees.

The core product set is built around three layers. First, a Model Portfolio Service (MPS) offering 12 risk-rated portfolios that give member advisers a standardised investment framework they can apply to client money. Second, bespoke practice management software with embedded CRM, custom-built for the adviser workflow rather than licensed from a generic platform vendor. Third, a Continuing Professional Development (CPD) programme operating five annual series across eight regional venues, accredited by the Chartered Insurance Institute (CII) and the London Institute of Banking & Finance (LIBF), generating more than 1,000 registrations per year at a 4.4/5 feedback score. Layered on top of these are partnerships with Comentis for vulnerability assessment and Synaptic Risk Ratings for client risk profiling, alongside practice consultancy and regulatory support.

The business model is principally recurring subscription revenue: member advisers pay ongoing network fees for access to the platform, software, training, and support services. Additional economics are likely generated from MPS-related fees and CPD-related sponsorship, but the source material does not break these out. In March 2024 the firm acquired TASH and TAP, adding to both capability and member scale. As a wholly owned Russell Investments subsidiary, the firm does not raise external capital and benefits from its parent's investment research and distribution reach.

Name

in Partnership

Legal name

On-Line Partnership Group Limited

Website

https://inpartnership.net

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

51–100 employees

Short description

In Partnership is an FCA-regulated UK financial adviser network, wholly owned by Russell Investments, providing Model Portfolio Services, practice management software, CPD-accredited training and regulatory support to 450+ independent advisers across Great Britain and Northern Ireland.

Ownership category

akta.pro rank

Product category

Financial Adviser Network Services

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (523910)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)

akta.pro secondary industry

Account Opening, KYC/AML & Customer Due Diligence (CDD/EDD) (FSABALAA)

Keywords

• Financial adviser network
• Compliance oversight services
• Model portfolio service
• Mortgage adviser support
• Paraplanning administration

Headquarters

HQ city

Horsham

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Network membership fees: Advisers and advisory firms pay membership fees to join the In Partnership network, gaining access to regulatory permissions (as appointed representatives), compliance infrastructure, adviser software, CPD programmes, and whole-of-market product access. The network members select their level of support.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

In Partnership is a UK principal firm (FCA-authorised) that recruits and supports independent financial advisers, mortgage advisers, and investment advisers as appointed representatives, providing them with regulatory permissions, compliance oversight, bespoke CRM and adviser software, whole-of-market product access, and a discretionary Model Portfolio Service (MPS) of risk-rated portfolios. The network also runs a CII/LIBF-accredited CPD programme and, since March 2024, delivers outsourced paraplanning and administration support via the acquired The Adviser Support Hub and The Admin Pod brands.

Product overview

In Partnership is a platform for a network of over 450 independent financial and mortgage advisers in the UK, operating as a subsidiary of Russell Investments since 2000. The offering consists of a core adviser network providing compliance oversight, operational infrastructure, and business development support, combined with a proprietary Model Portfolio Service (MPS) offering 12 risk-rated model portfolios across accumulation, income, and passive categories. Additional services include a CPD events programme, compliance support, bespoke adviser software, and business consultancy. The company has expanded through the 2024 acquisition of The Adviser Support Hub (TASH) and The Admin Pod (TAP) for paraplanning and administration support.

Differentiator

Problem solved

Functional benefit

Brands

• IP Investments: Investment management platform offering risk-rated model portfolios including accumulation, passive, and income portfolios.
• IP Financial Advisers
• The Adviser Support Hub
• The Admin Pod

Products and services

• Financial Adviser Network Membership Core network membership providing FCA principal-firm authorisation as appointed representatives, compliance oversight, whole-of-market product access, daily payment runs, CRM, and business support for 450+ independent financial and mortgage advisers across Great Britain and Northern Ireland.
• Model Portfolio Service (MPS) Discretionary Fund Management (DFM) service providing a suite of 12 risk-rated model portfolios (Accumulation, Income, Passive) across risk levels from Moderately Cautious to Adventurous, built on a global multi-asset and multi-index methodology and aligned to Synaptic Risk Ratings, managed by an Investment Committee.
• CPD Events and Development Programme Structured continuing professional development programme with 5 series of 8 regional events annually across 9 UK locations, covering Mortgage & Protection CPD and Investments & Pensions CPD, with CII and LIBF accreditation as structured CPD.
• Adviser Software (Bespoke CRM and Compliance Tooling) Proprietary in-house adviser software providing CRM, case management, compliance record generation, and auditable documentation specifically built for network advisers.
• Compliance Support Services Regulatory support and compliance guidance including pre-sale approval, regulatory updates, statutory guidance, de-risking insights, and KYC/AML tooling integrations (GB Group, Creditsafe) to help advisers meet FCA and Consumer Duty requirements.
• Business Consultancy Services One-to-one consultancy covering practical compliance guidance, business development support, and portfolio analysis offered to network members, particularly for high-value clients.
• The Adviser Support Hub (TASH) - Paraplanning Services Outsourced paraplanning service for financial advisers, providing market-leading support services aligned to the Appointed Representative regime and Consumer Duty, available to In Partnership's network members following the March 2024 acquisition.
• The Admin Pod (TAP) - Administration Support Services Outsourced administration support service for financial advisers, providing back-office support functions aligned to the Appointed Representative regime, available to In Partnership's network members following the March 2024 acquisition.
• Comentis Financial Vulnerability Assessment Network-wide deployment of Comentis' clinically developed Financial Vulnerability Assessment tool, fully aligned to FCA's four drivers of vulnerability and integrated into advisers' KYC compliance processes to support Consumer Duty requirements.
• IP Financial Advisers (Direct Consumer Advice) In Partnership's in-house team of independent advisers providing whole-of-market mortgages, protection, and investments advice directly to end consumers with no ties, through the IP Financial Advisers consumer-facing brand.

Quantifiable outcome

• Network of 450+ advisers operating across Great Britain and Northern Ireland
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Six partnerships are on record, tiered major and minor.

• ComentismajorTechnology or Integration · 19 September 2023In Partnership selected Comentis to deploy its Financial Vulnerability Assessment tool across its network of 500 advisers. The tool is clinically developed and aligned to FCA's four drivers of vulnerability, integrated into advisers' KYC compliance processes. Gordon McNeill, Group Compliance Director, noted this supports Consumer Duty requirements.
• Chartered Insurance Institute (CII)majorStrategic or Co-development PartnerThe CII provides accreditation for In Partnership's CPD events and professional development programmes. For every training event in 2025, In Partnership seeks CII accreditation as structured CPD, demonstrating commitment to professional standards.
• The London Institute of Banking & Finance (LIBF)majorStrategic or Co-development PartnerLIBF provides accreditation for In Partnership's CPD events alongside the CII, ensuring professional development programmes meet recognised industry standards for mortgage and investment advisers.
• Equity Release CouncilminorStrategic or Co-development PartnerIn Partnership is an affiliate member of the Equity Release Council, indicating participation in the equity release market and adherence to industry standards set by this specialist trade body.
• VitalityminorChannel Partner/ Reseller/ DistributorVitality is a product provider featured in In Partnership's Provider News section, offering life insurance, serious illness cover, and income protection products accessible to network advisers.
• The Royal London Mutual Insurance Society LimitedminorChannel Partner/ Reseller/ DistributorThe Royal London Mutual Insurance Society Limited is referenced as In Partnership's group pension provider for employee benefits, indicating an existing commercial relationship.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• The Openwork Partnership (already listed): Duplicate avoided.
• Paradigm Mortgage Services: UK mortgage, protection, and investment network for advisers; very directly comparable to In Partnership's multi-product AR network offering.
• 2plan Wealth Management: Mid-sized UK IFA network providing compliance oversight and support to appointed representatives; operates in the same AR-network space as In Partnership.
• SimplyBiz: UK provider of regulatory compliance, business support, and services to directly authorised IFAs and networks; comparable compliance-and-infrastructure support model to In Partnership.
• True Potential: UK wealth management and adviser network with proprietary technology and centralised investment propositions, competing for the same pool of advisers seeking platform-style support.
• Quilter Financial Planning: UK adviser network within Quilter plc providing whole-of-market access, model portfolios, and compliance infrastructure to a large IFA base; competes head-to-head for AR recruitment.
• New Leaf Distribution: UK mortgage and protection network providing AR status, compliance, and support—closely comparable to In Partnership's mortgage adviser network proposition.
• Openwork: One of the largest UK financial adviser networks, supporting thousands of appointed representatives with compliance, platform access, and investment solutions—directly comparable to In Partnership in scale and proposition.
• Sesame Bankhall Group (part of Aviva): UK network and mortgage club supporting advisers and mortgage brokers with regulatory permissions, platform access, and support services—directly comparable AR network model.

Broad incumbents

• Sanlam UK: Broader UK wealth platform with adviser network and DFM capability; comparable in offering breadth but significantly larger and more diversified than In Partnership.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/inpartnership1
• LinkedInlinkedin.com/company/in-partnership

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about in Partnership