London-based financial advice firm Advies has joined the Saltus Partnership Programme as a transition partner.
By joining the programme Advies looks to elevate its client proposition and develop its financial planning offerings.
The firm will have access to specialist advice teams tailored to its needs as well as access to capital and M&A expertise enabling sustainable growth.
Advies will also be able to use the programme’s bulk replatforming service which will allow it to transition to an integrated technology solution.
While also receiving support in facilitating the launch of its new website.
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The programme, which was launched this August by UK wealth manager Saltus, provides advice to independent financial planning businesses looking to grow, maximise profits, or considering succession.
Partner at Advies, James Wills, said: “In order to develop and scale up our business, we needed a solution that would allow us access to increased resources in order to deliver sustainable growth while remaining autonomous.
“We undertook a comprehensive evaluation of the market and, at the end of that process, we found the only proposition that is genuinely aligned to our objectives is the Saltus Partnership Programme.
“It offers the funding we need, the scalable support we require, and joined-up technology that will support both the business and our clients’ requirements. We are very excited about the prospects this collaboration will offer.”
