Independent · Impartial · Adviser-built
Every advice firm says it's the best. We help you work out which one is right for you.
Charging models. Investment propositions. Tech stacks. Publicly posted reviews from advisers and clients. One independent comparison — then a guided route through the decision, so you don't have to sit through eight sales pitches to find out the truth.
Free membership unlocks full firm profiles, your saved shortlist and the job board. We're paid by you and by firms advertising roles — never by referral fees that would colour what we publish.
Why this exists
Go direct and you'll get the sales pitch. Go through a recruiter and you'll get the advice firm paying the biggest fee. We work for you, not them.
22+
Advice firms tracked
£400bn
Combined AUM
0
Firm referral fees taken
Start where you are
Four very different situations. Four guided routes.
...01
I'm brand new to the industry
Fresh from your Level 4 exams? We help you find a firm that genuinely trains new advisers — not a target-driven factory.
See the route →02
I'm an adviser looking to move and start my own business
You've got the clients and the ambition. We help you pick the right home, model the numbers and negotiate terms worth having.
See the route →03
My business needs to realign to a different advice firm
Fees creeping, proposition narrowing, tech holding you back? We run an evidenced review and a competitive process.
See the route →04
My business is planning an exit
One shot at selling well. Readiness review, value improvement, buyer mapping and support through the earn-out.
See the route →The shortlist
Advice firms under the lens
St. James's Place
The UK's largest restricted wealth manager.
Quilter Financial Planning
Restricted and independent advice firm with deep platform integration.
Söderberg & Partners UK
Nordic-backed acquirer building a UK independent group.
True Potential
Tech-led restricted advice firm with proprietary platform.
AFH Wealth Management
Acquisitive independent with central investment proposition.
Mattioli Woods
SIPP/SSAS heritage, now a full-service wealth group.
How to read this information
Everything published here is compiled from publicly available sources — firm websites and disclosure documents, FCA registers and published notices, Companies House filings, published accounts, trade press reporting, and publicly posted reviews on platforms such as Trustpilot, Glassdoor and Google. Quotes are reproduced as published by their authors.
None of it is Fortis Connect's personal opinion of a firm, and nothing here is a recommendation, endorsement, criticism or regulated financial advice. Terms, charges, propositions and ownership change frequently — always confirm the current position directly with the firm before making a decision. If you are a firm and believe something is out of date or inaccurate, email enquiries@fortisconnect.co.uk and we will review it and correct the record where the evidence supports it.
Job board
Roles advertised by the firms themselves
Adviser and planner opportunities, published alongside our independent research on the firm behind the advert.
See live roles →Market trends
What's keeping advisers awake at night
Anonymised results from our member quiz, published so the profession can see what its peers are actually worried about.
View the data →Community
For people breaking into advice
Mentoring, exam guidance and honest answers for career changers, paraplanners and trainees. Join the waitlist.
Join the waitlist →Beyond the comparison
When you've shortlisted, we walk in with you.
Most advisers leave money — and leverage — on the table when joining an advice firm. We help you negotiate the deal, write the business plan, and meet the right decision-maker, not whoever picks up the phone.
Explore our services →01
Consultancy
Strategic clarity on the right home for your book, your clients and your career goals.
02
Business Plans
Firm-grade business plans that get your application taken seriously — and improve your terms.
03
Deal Negotiation
We know what each advice firm can flex on — joining bonus, splits, equity, override.
04
Warm Introductions
Direct lines to decision-makers — not the gatekeeper recruiter on a quota.
Ready to move — or just thinking about it?