We are always looking to work with other individuals and organisations who share our mission to make financial planning accessible to all.
If your stakeholders are independent-minded UK consumers who could benefit from our financial planning tools, we would be delighted to meet you to understand how we could best work together.
Affiliates and Partnerships
We could partner with you in different ways – it could be a joint proposition that combines our platform with your own offering, or something as simple as joining our marketing affiliate programme.
For example, you might be a:
Financial advisor
Create a guidance proposition for clients who fall outside the scope of your advisory business, or prospects who aren’t yet ready to sign up.
Financial coach / guide / teacher
Bring your guidance and strategies to life by sharing a financial educational tool with your clients / students.
Financial blogger / influencer
Enhance your online presence by offering something extra to your audience beyond your regular content.
Corporate benefits manager
Promote the financial wellbeing of your workforce / membership by offering access to a financial planning tool as a group benefit.
Integrations
We are also open to partnering in the delivery of tech-driven propositions that embed our planning tools in other online platforms.
Potential use cases could be:
Bank / investment platform / wealth manager
Differentiate your service offering or enhance your online marketing by adding financial planning capabilities for clients / prospects.
Pension dashboard / account information service provider
Leverage the data in your platform by integrating a value-added financial planning service for your end consumers.
Our team has many decades of experience in business and IT integration. We are innovative, flexible and if you’ve got a great idea which fits our mission, we’ll move rapidly to deliver our side of the solution.
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