Financial Planning Partners

Name

Financial Planning Partners

Legal name

Financial Planning Partners Limited

Website

https://fpp-ifa.co.uk

Company type

Private

Founded year

1985

Operating status

Acquired

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Estate & Legacy Planning Advisory (FSAEAAAG), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Independent financial advice
• Wealth management services
• Retirement planning
• Estate planning advice
• Chartered financial planning

Headquarters

HQ city

Crowthorne

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Fee-based financial planning and wealth management services for high-net-worth individuals and families, including investment management, retirement planning, and estate planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Financial Planning Partners is an independent Chartered Financial Planning firm that provides personalized wealth management, retirement planning, and legacy provision (estate/inheritance tax planning) services to high-net-worth individuals, families, business owners, and senior executives in the UK Thames Valley region. The firm sells advisory expertise and tailored financial strategies rather than financial products, operating on a fee-based model with no proprietary technology platform of its own.

Product overview

Financial Planning Partners is an independent financial advisory firm offering a unified suite of advisory services rather than a modular software product. The firm provides three integrated core services — Wealth Management, Retirement Planning, and Legacy Provision — designed to work together as part of a comprehensive financial planning approach. Services are tailored to target segments including wealthy families, business owners, and senior executives across the Thames Valley region in Surrey, Berkshire, and Buckinghamshire.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Organises and optimises client wealth to beat inflation, keep costs low, save tax, and provide financial flexibility. Delivered by Chartered Financial Planners to high-net-worth individuals and families in the Thames Valley.
• Retirement Planning Guides clients to embrace retirement with confidence through expertise in forecasting and financial planning. Targeted at individuals approaching or in retirement seeking readiness and income sustainability.
• Legacy Provision Plans ahead to reduce inheritance tax and ensures the client's estate is optimised for their family. Aimed at wealthy families and business owners concerned with intergenerational wealth transfer and inheritance tax exposure.

Quantifiable outcome

• Clients can focus on living life well while finances are organized and optimized

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Affiliated AdvisorscoreStrategic or Co-development Partner · 21 May 2026Affiliated Advisors is an independent network that supports Encore Financial, which acquired Financial Planning Partners. The transaction was supported by Affiliated Advisors, indicating a strategic partnership for network expansion and advisor support.
• Encore FinancialcoreStrategic or Co-development Partner · 21 May 2026Financial Planning Partners merged with Encore Financial in a transaction adding approximately $90 million in assets under management. Veteran advisor Joan Gilles will remain involved during a gradual transition period. The combined entity grows from $400 million to over $1.2 billion in AUM.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Brown Shipley: UK private bank and wealth manager providing investment management, financial planning, and advice to HNW individuals, families, and entrepreneurs. Comparable to FPP in serving wealthy families and business owners with holistic planning, though at materially larger AUM scale.
• Brewin Dolphin (RBC Wealth Management UK): UK wealth manager (acquired by Royal Bank of Canada) offering investment management and financial planning to private clients, professionals, and business owners. Comparable to FPP in target segments (business owners, senior executives) and integrated planning approach.
• Quilter: UK wealth management business offering financial advice, investment platforms, and wealth management services to HNW clients. Comparable to FPP in core service lines and customer profile, but operates as a national, publicly-listed incumbent with significantly broader reach.
• Rathbones Group: Listed UK wealth manager providing investment management, financial planning, and advice to individuals, charities, and trustees. Comparable to FPP in targeting HNW individuals with integrated financial planning, but operating nationally and at materially larger AUM scale.
• Charles Stanley: UK private client wealth manager providing investment management and financial planning to HNW individuals, families, and charities. Comparable to FPP in service mix (wealth, retirement, legacy) and HNW focus, but operates as a national incumbent with multi-office presence.
• St. James's Place: One of the largest UK wealth management groups, serving affluent and HNW clients through a national network of chartered financial advisors with wealth management, retirement, and estate planning offerings — directly overlapping FPP's service mix but at much greater scale.
• Tilney / Evelyn Partners: UK wealth management and professional services group formed via the merger of Tilney and Smith & Williamson, offering financial planning, investment management, and tax advisory to HNW individuals and families. Comparable to FPP in integrated wealth, retirement, and legacy proposition for affluent UK clients.

Direct peers

• Succession Wealth: UK independent financial planning consolidator that acquires and integrates regional IFAs, providing back-office, investment, and compliance infrastructure. Directly comparable to FPP as a small UK IFA focused on HNW clients and now part of a larger consolidator platform.
• AFH Wealth Group: UK-listed IFA consolidator building a national network of chartered financial advisors serving HNW and mass-affluent clients with wealth management, retirement, and estate planning. Directly comparable to FPP in advisor-led HNW financial planning and consolidator business model.
• Encore Financial: UK independent financial advisory firm that acquired Financial Planning Partners in May 2026, adding approximately $90M AUM and scaling the combined entity to over $1.2B AUM. Direct comparable as a small-to-mid UK IFA targeting HNW individuals with integrated wealth, retirement, and legacy planning.

Market position

Strengths5 records

Weaknesses2 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/fpp_ifa
• Facebookfacebook.com/fppifa
• LinkedInlinkedin.com/company/financial-planning-partners-ltd

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 Financial Planning Partners