About us

​Driven by our belief in the value of professional financial advice, we exist to help financial professionals create better outcomes for consumers.

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Our mission

By delivering the technology and services platform that powers the future of financial advice, we shape a better financial future for all.

See our services
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Why we do what we do

With evolving regulation, disjointed technology and over 30,000 financial products to choose from, how can intermediaries offer comprehensive support and suitable advice to their clients?? And how can product providers create and distribute the products that people need and want?

That’s where we come in. We exist to help financial professionals create better outcomes for consumers.

Our solutions support our customers to drive forward and provide quality advice

Supporting thousands of intermediaries with regulation, technology and business support, we help them serve more clients, more effectively, to ensure a vibrant and successful market for professional financial advice.

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Our knowledge and expertise power the new age of financial planning

Fuelled by regulatory expertise and powered by people and technology, we continuously improve and innovate to deliver a new era of financial planning.

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Our insights help shape the thinking that drives the products of tomorrow

Partnering with hundreds of product providers, we provide market intelligence and expertise to drive product innovation and build distribution strategies that improve consumer access, choice and outcomes.

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Meet the team

Get to know the dedicated team who combine experience and fresh thinking to support our customers and drive the market forward.

Matt Timmins
Joint CEO

Neil Stevens
Joint CEO

Paul Bruns
Compliance Director

Alexander McGregor
Head of Policy

Richard Ardron
Marketing Director

James Chapman
Head of Compliance - Technical

Louise Wilson
Head of Events

Tim Prest
Head of Authorisations

Jennifer Peaty
Director of Advice Quality

Marc Thompson
Adviser Services Director

Nick Campbell
PI Manager

Martin Reynolds
CEO Simplybiz Mortgages

Jill Hamilton
Head of Compliance Operations

Emma Vaughan
Head of Protection and Health Solutions

Adnan Gill
Customer Success Manager

Join our team

Are you a forward financial thinker?

If you’re passionate about helping to shape a new era of financial advice, you’ll be right at home here.

Grow with us
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Multi-award winning service

We're proud to have won an array of awards over the years. Here are some of our most recent:

Better outcomes for all

We’re part of Fintel, the UK’s leading fintech and support services business.

Operating at the heart of retail financial services, Fintel’s goal is to simplify and improve the sector while remaining future focused, to inspire better outcomes for everyone.

Learn more
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Get in touch

Request a call back

Give us a few details and we’ll give you a call.

Call us

Lines are open between 9am-5pm, Monday to Friday.

0141 616 4161

Become a client

Contact our sales team to learn more.

0141 616 4161

(choose option 4)