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.
