Financial Planning Partners
- Company typePrivate
- Founded1985
- HeadquartersCrowthorne, United Kingdom
- Headcount1–10
- GTM typeB2C
- OfferingServices
Financial Planning Partners firmographics
Firmographics- 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
Financial Planning Partners industry classification
Industry- 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
Where Financial Planning Partners is headquartered
LocationHeadquarters
- HQ city
- Crowthorne
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
Financial Planning Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- 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
Financial Planning Partners product offering
Product offeringCore 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
Companies that use Financial Planning Partners
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Financial Planning Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Financial Planning Partners partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Affiliated AdvisorscoreAffiliated 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 FinancialcoreFinancial 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
Financial Planning Partners competitors and assessment
Company assessmentBroad 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
Financial Planning Partners social profiles
Digital presenceFinancial Planning Partners compliance and trust
Trust signalCompliance1 record
Financial Planning Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Planning Partners leadership team
Management profileNumber of profiles
Profiles5 records
Financial Planning Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Planning Partners 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 Financial Planning Partners
What does Financial Planning Partners do?
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.
Is Financial Planning Partners a public or private company?
Financial Planning Partners is a private company. It is classified as corporate owned and is currently acquired.
When was Financial Planning Partners founded?
Financial Planning Partners was founded in 1985. It employs 1 to 10 people.
Where is Financial Planning Partners based?
Financial Planning Partners is headquartered in Crowthorne, United Kingdom, in the Europe region.
How does Financial Planning Partners make money?
One revenue line is on record: financial Advisory Services.
Who are Financial Planning Partners's main competitors?
Broad incumbents on record are Brown Shipley, Brewin Dolphin (RBC Wealth Management UK), Quilter, Rathbones Group, Charles Stanley, St. James's Place and Tilney / Evelyn Partners. Direct peers are Succession Wealth, AFH Wealth Group and Encore Financial.
Does Financial Planning Partners have an API?
No public API is recorded for Financial Planning Partners.
What industry is Financial Planning Partners in?
Financial Planning Partners's product category is Independent Financial Advisory. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.