Strategic partner for forward-looking Independent Financial Advice firms
Why Hybrid Advice?
Hybrid Advice offers a unique partnership model for independent financial advisors. Our approach allows IFA partners to focus on their core activities and growing their businesses.
Our hub & spoke model allows our partners to: have access to flexible capital, due-diligence and structuring support for smaller acquisitions, retain identity and independence, benefit from economies of scale, leverage cutting-edge tech, back-office, administrative and compliance support.
Empowering Growth
Our flexible, long-term capital fosters alignment and collaboration, supporting our partners acquire and integrate smaller business. We assist with due-diligence, negotiation and structuring
Retain Your Identity
We value individuality. Our partnership model allows partners to preserve their brand and autonomy, strengthening what makes them unique while enhancing it with the support of our network.
Consumer Value
Our Central Investment Proposition offers whole-of-market independent solutions for clients, including a comprehensive range of investment wrappers and investment solutions tailored for a wide range of client segments.
Economies of Scale
Our partners benefit from economies of scale. Consolidating PI insurance, platforms, software providers and back-office costs that lead to higher margins and lower costs to clients.
Innovative Tech
We offer cutting-edge technology via Ekorn, to streamline processes, eliminate manual tasks and integrate different software solutions, without dealing with software providers.
Back Office Support
Our back-office support team manages accounting, financial and investor reporting, treasury, and more, allowing our partners to focus on their core strengths.
Regulatory Umbrella
Under our regulatory umbrella, we handle training, due diligence, financial crime prevention, consumer duty, and reporting, ensuring continuous compliance with regulations.
Partnering with Hybrid Advice allowed us to complete two spoke acquisitions quickly. Their flexibility and support with due diligence and structuring have elevated our business. I’m confident that being part of the Hybrid Advice Group will provide a technological edge and enhance our services to clients.
Richard Wheeler, Managing Director, Southernhay Wealth
+44 20 3856 3538
20 Southernhay West
Exeter EX1 1PR
Hybrid Advice Group is comprised by Hybrid Advice Limited, registered in Jersey (registration number 151793) and Hybrid Central Limited, registered in England and Wales (registration number 08168055)
Hybrid Advice Central Limited, is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 711110)
Hybrid Advice is a trading name of Hybrid Advice Central Limited, other trading names include: Southernhay Financial Planning and D'Arblay Wealth