in Partnership
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.
- Company typePrivate
- Founded2000
- HeadquartersHorsham, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingServices
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.
in Partnership firmographics
Firmographics- 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
in Partnership industry classification
Industry- 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
Where in Partnership is headquartered
LocationHeadquarters
- HQ city
- Horsham
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
in Partnership business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- 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
in Partnership product offering
Product offeringCore 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
Companies that use in Partnership
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
in Partnership technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
in Partnership partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered major and minor.
- ComentismajorIn 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)majorThe 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)majorLIBF 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 CouncilminorIn 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.
- VitalityminorVitality 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 LimitedminorThe 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
in Partnership competitors and assessment
Company assessmentDirect 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
in Partnership social profiles
Digital presencein Partnership compliance and trust
Trust signalCompliance3 records
in Partnership financial estimates
Financial estimateRevenue estimate
Valuation estimate
in Partnership leadership team
Management profileNumber of profiles
Profiles3 records
in Partnership subsidiaries and ownership
Company hierarchySubsidiaries5 records
in Partnership funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
in Partnership M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about in Partnership
What does in Partnership do?
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.
Is in Partnership a public or private company?
in Partnership is a private company. It is classified as corporate owned and is currently operating.
When was in Partnership founded?
in Partnership was founded in 2000. It employs 51 to 100 people.
Where is in Partnership based?
in Partnership is headquartered in Horsham, United Kingdom, in the Europe region.
How does in Partnership make money?
One revenue line is on record: network membership fees.
Who are in Partnership's main competitors?
Direct peers on record are The Openwork Partnership (already listed), Paradigm Mortgage Services, 2plan Wealth Management, SimplyBiz, True Potential, Quilter Financial Planning, New Leaf Distribution, Openwork and Sesame Bankhall Group (part of Aviva). Sanlam UK is listed as a broad incumbent.
Does in Partnership have an API?
No public API is recorded for in Partnership.
What industry is in Partnership in?
in Partnership's product category is Financial Adviser Network Services. Its primary akta.pro industry code is FSAEACAG, Independent Broker-Dealer / Registered Representative Networks, with a secondary code of FSABALAA, Account Opening, KYC/AML & Customer Due Diligence (CDD/EDD). Its NAICS code is 523940 and its SIC code is 6282.