Springboard Financial Services

What Springboard Financial Services does

Springboard Financial Services Limited is a UK private limited company (registered in England and Wales, company number 09690621) providing whole-of-market financial advice across four service areas: pensions (occupational, personal, SIPPs, retirement options), mortgages (first-time buyer, remortgage, buy-to-let, self-build, equity release), protection (life assurance, critical illness, income protection, buildings and contents, private medical insurance), and investments (unit trusts, OEICs, investment trusts, investment bonds). The firm operates as an appointed representative of Quilter Financial Services Limited — the UK's largest adviser network — which provides FCA regulatory cover, training, and product access under a non-tied arrangement. Registered at 167-169 Great Portland Street, 5th Floor, London, W1W 5PF, with operational roots in Chichester, the firm employs an estimated 11-50 staff organised around a Managing Director (Neil Eastman, in the industry since 1984 and a founder member of the Intrinsic Network), a Head of Admin (Lynn Eastman), and qualified advisers including mortgage and protection specialists.

The business model is professional services: advisers earn commissions and/or fees on the products they recommend across pensions, mortgages, protection, and investments on a whole-of-market basis. The firm distinguishes itself from traditional advisory practices via flexible delivery — face-to-face consultations at client-preferred locations, telephone, and IT-led solutions — alongside an internal partnering programme that cross-refers leads between financial advisers and mortgage/protection specialists. Customer acquisition is driven by Quilter network referrals, client word-of-mouth, and a postcode-specific lead-generation programme. The firm maintains a dedicated trading style, Springboard Mortgages, to capture specialist mortgage demand.

The technology stack is conventional — standard website forms, email, and telephony — with no disclosed proprietary technology, API, or AI capability. As an AR of Quilter, the firm leverages Quilter's platform, product panels, regulatory infrastructure, and training rather than building competing technology. Revenue, ARR, and funding are not publicly disclosed; the firm is privately held by its founders with no institutional investment evidenced, and its growth depends on adviser recruitment into the Quilter network rather than capital deployment.

Name

Springboard Financial Services

Legal name

Springboard Financial Services Limited

Website

https://springboardfs.co.uk

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Springboard Financial Services is a UK financial advisory firm providing whole-of-market pensions, mortgage, protection, and investment advice to individual consumers, operating as an appointed representative of the Quilter network from Chichester and London.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (52231)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial advisory services
• Mortgage advice
• Pension planning
• Investment advisory
• Protection insurance

Headquarters

HQ city

Chichester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Revenue generated from providing financial advisory services including pensions, mortgages, protection, and investment advice. Services are delivered through qualified advisers who assess client financial needs and recommend appropriate products.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Springboard Financial Services is an appointed representative of Quilter Financial Services Limited, providing independent whole-of-market financial advice to UK consumers. Core offerings span four areas: pensions (retirement planning, SIPPs), mortgages (first-time buyer, remortgage, buy-to-let, self-build, equity release), protection (life assurance, critical illness, income protection, PMI, buildings and contents), and investments (unit trusts, OEICs, investment trusts, bonds). Advice is delivered through qualified advisers via face-to-face, phone, or IT-led channels.

Product overview

Springboard Financial Services is a financial advisory firm operating as part of the Quilter network, offering a unified suite of financial services rather than a modular platform. The core offering spans four main service areas: Pensions (retirement planning, occupational pensions, personal pensions, SIPPs, and retirement options), Mortgages (first-time buyer, remortgage, buy-to-let, self-build, and equity release), Protection (buildings and contents insurance, life assurance, critical illness cover, income protection, and private medical insurance), and Investment (unit trusts, OEICs, investment trusts, and investment bonds). The firm provides whole-of-market financial advice through qualified advisers, operating on a non-tied basis to offer clients access to the full range of suitable products.

Differentiator

Problem solved

Functional benefit

Products and services

• Pensions

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Quilter Financial Services LimitedcoreStrategic or Co-development PartnerSpringboard Financial Services is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. This partnership provides regulatory framework, training, ongoing development, product knowledge support, and access to Quilter's network infrastructure. Quilter is described as the UK's biggest adviser network.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform offering funds, shares, pensions (SIPP), and some advice — overlapping with Springboard's investment and pension proposition but as a low-cost execution platform rather than a face-to-face advisory firm.
• Tilney / Evelyn Partners: Major UK wealth manager and IFA offering investment management, financial planning, tax, and mortgage advice — overlapping with Springboard's full-service offering but operating at national scale with discretionary portfolio management capabilities.
• Charles Stanley: UK wealth manager with offices nationwide providing investment management, financial planning, and pensions advice to private clients — directly comparable multi-service advisory proposition, but at national scale.
• Brewin Dolphin (now RBC Wealth Management UK): UK wealth manager offering bespoke investment management, financial planning, and retirement advice — overlapping with Springboard's investment and pension advisory services, but with institutional discretionary management at materially larger scale.
• St. James's Place: The UK's largest wealth manager, operating a partnership model of self-employed advisers offering integrated financial planning, investments, pensions, and protection advice — directly comparable full-service proposition, but at vastly greater scale and with a captive product range.
• Rathbones Group: UK-listed wealth manager providing investment management, financial planning, and tax services to individuals, charities, and trustees — comparable investment-advisory proposition with broader discretionary portfolio capabilities than Springboard.
• AJ Bell: UK investment platform offering SIPPs, ISAs, and general investment accounts with a growing advised offering — competes with Springboard in pensions and investment, though primarily as a self-directed platform.

Direct peers

• True Potential: UK financial services and investment platform with a tied adviser network offering pensions, investments, mortgages, and protection — directly comparable multi-line proposition delivered via a network of appointed representatives, very similar operating model to Springboard's Quilter network affiliation.
• Openwork: UK advice network supporting appointed representatives who offer financial planning, mortgages, protection, and investment advice — directly comparable network-affiliated IFA model to Springboard/Quilter, serving a similar client demographic.
• Sanlam UK: UK arm of Sanlam with a Partnerships division onboarding independent advisers under its network, offering wealth management, mortgages, and protection — directly comparable appointed-representative / network-affiliated IFA model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/SpringboardFS

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Springboard Financial Services