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The Network for Breakaways
The Network for Breakaways
The Network for Breakaways
Launch, build and grow with Financial Solutions.
Launch, build and grow with Financial Solutions.
Launch, build and grow with Financial Solutions.
We give advisers and AR firms the support to simplify operations, stay compliant, and build stronger, more profitable businesses.
We give advisers and AR firms the support to simplify operations, stay compliant, and build stronger, more profitable businesses.
We give advisers and AR firms the support to simplify operations, stay compliant, and build stronger, more profitable businesses.
Support every step of the way
Where are you on your journey?
Launching
You’re preparing to launch a new venture
Exploring
You’re looking to find a new home
Landing
You're looking for a soft landing and exit
You're looking to start your own venture or break away to start your own firm. We provide the infrastructure, compliance, and support to achieve independence with confidence.
How we help
Compliance
Oversight
Technology &
Client Experience
Fee & Commission Reconciliation
Training
& Development
Support every step of the way
Where are you on your journey?
Launching
You’re preparing to launch a new venture
Exploring
You’re looking to find a new home
Landing
You're looking for a soft landing and exit
You're looking to start your own venture or break away to start your own firm. We provide the infrastructure, compliance, and support to achieve independence with confidence.
How we help
Compliance
Oversight
Technology &
Client Experience
Fee & Commission Reconciliation
Training
& Development
Our Financial Solutions
What services do we offer advisers?
No matter what stage of your journey we are able to provide support for growth, platform switching and succession planning
Smart Dashboard
Client portal displaying valuations, documents and information, all in one place. Clients can upload docs and update information refreshing your CRM and triggering notifications.
Smart Dashboard
Client portal displaying valuations, documents and information, all in one place. Clients can upload docs and update information refreshing your CRM and triggering notifications.
Cashflow Overview
Apply your own logo and colour schemes to the Wealth Pilot client portal.
Cashflow Overview
Apply your own logo and colour schemes to the Wealth Pilot client portal.
Spending Breakdown
Adjust growth, inflation, toggle plans, project payments, withdrawals, and more.
Spending Breakdown
Adjust growth, inflation, toggle plans, project payments, withdrawals, and more.
Savings Goal
ATRQ allows advisers to track client comfort levels.
Savings Goal
ATRQ allows advisers to track client comfort levels.
Trusted by 30+ advisers and growing
£1 Billion +
In Assets Under Advice
Trusted by 30+ advisers and growing
£1 Billion +
In Assets Under Advice
Why us?
Innovative tech, saving you time and money
For independence with support, seamless compliance, and future-ready technology. We provide growth pathways, succession security, and a collaborative network—empowering advisers to thrive today and safeguard tomorrow.
Why Financial Solutions?
Why Financial Solutions?
Why us?
Why choose to partner with us?
For independence with support, seamless compliance, and future-ready technology. We provide growth pathways, succession security, and a collaborative network—empowering advisers to thrive today and safeguard tomorrow.
Why choose to partner with us?
Why choose to partner with us?
For independence with support, seamless compliance, and future-ready technology. We provide growth pathways, succession security, and a collaborative network—empowering you to thrive today and safeguard tomorrow.
For independence with support, seamless compliance, and future-ready technology. We provide growth pathways, succession security, and a collaborative network—empowering you to thrive today and safeguard tomorrow.
Flexibility
Flexibility
Work how it suits you — as a self-employed adviser with your own identity, or as an AR firm building a wider team.
Work how it suits you — as a self-employed adviser with your own identity, or as an AR firm building a wider team.
Future Security
Future Security
Plan with confidence, with pathways that support growth today and succession when it’s time to step back.
Plan with confidence, with pathways that support growth today and succession when it’s time to step back.
Innovative Technology
Innovative Technology
Leverage tools designed by advisers, for advisers to stay secure, efficient, and ahead of the curve.
Leverage tools designed by advisers, for advisers to stay secure, efficient, and ahead of the curve.
Scale & Support
Scale & Support
Infrastructure that grows with you, whether you’re running a one-person practice or managing multiple advisers.
Infrastructure that grows with you, whether you’re running a one-person practice or managing multiple advisers.
Trusted Compliance
Trusted Compliance
Stay protected with proactive compliance support that reduces risk, saves time, and gives you peace of mind.
Stay protected with proactive compliance support that reduces risk, saves time, and gives you peace of mind.
Collaborative Network
Collaborative Network
Join a community of like-minded independent professionals, sharing knowledge and opportunities.
Join a community of like-minded independent professionals, sharing knowledge and opportunities.
Streamlined Solutions
Streamlined Solutions
Modern tech, saving time and money for you and your clients
Wealth Pilot streamlines advice, for you and your clients. From increasing client engagement, to increasing efficiencies with fact finds and review reminders all in one place. Best of all, it's free.
Smart Dashboard
Client portal displaying valuations, documents and information, all in one place. Clients can upload docs and update information refreshing your CRM and triggering notifications.
Smart Dashboard
Client portal displaying valuations, documents and information, all in one place. Clients can upload docs and update information refreshing your CRM and triggering notifications.
Customisable
Apply your own logo and colour schemes to the Wealth Pilot client portal.
Customisable
Apply your own logo and colour schemes to the Wealth Pilot client portal.
Cash Flow Tool
Adjust growth, inflation, toggle plans, project payments, withdrawals, and more.
Cash Flow Tool
Adjust growth, inflation, toggle plans, project payments, withdrawals, and more.
Risk Questionnaire
ATRQ allows advisers to track client comfort levels.
Risk Questionnaire
ATRQ allows advisers to track client comfort levels.
Trusted by 30+ advisers and growing
£1 Billion +
In Assets Under Advice
Trusted by 30+ advisers and growing
£1 Billion +
In Assets Under Advice
We're a partner, not a parent
Hear from Financial Solutions Advisers
Here are a few words from members of the Financial Solutions community.
I have always been very happy with Financial Solutions light-touch approach and understanding that they are a service provider within a compliance universe imposed on small businesses rather than a parent company. It’s been refreshing and has enabled our business relationship to develop and grow.
Andy Troke
Troberry
A great home to build your business in; fun people, sound tech, and straight up and honest in their approach to advisers. A welcome break from the consolidators.
Andrew Kennedy
EWMFP
FS is a dynamic and forward thinking partner for advisers looking for independence and admin support on fair and transparent terms.
Marc Hoyland
Clarifty Lifestyle FP
Retaining my independence whilst feeling proactively and pragmatically supported as part of something bigger allows me the time to grow the business.
Tony McGarrity
SMCG Wealth
We're a partner, not a parent
Hear from Financial Solutions Advisers
Here are a few words from members of the Financial Solutions community.
I have always been very happy with Financial Solutions light-touch approach and understanding that they are a service provider within a compliance universe imposed on small businesses rather than a parent company. It’s been refreshing and has enabled our business relationship to develop and grow.
Andy Troke
Troberry
A great home to build your business in; fun people, sound tech, and straight up and honest in their approach to advisers. A welcome break from the consolidators.
Andrew Kennedy
EWMFP
FS is a dynamic and forward thinking partner for advisers looking for independence and admin support on fair and transparent terms.
Marc Hoyland
Clarifty Lifestyle FP
Retaining my independence whilst feeling proactively and pragmatically supported as part of something bigger allows me the time to grow the business.
Tony McGarrity
SMCG Wealth
We're a partner, not a parent
Hear from Financial Solutions Advisers
Here are a few words from members of the Financial Solutions community.
I have always been very happy with Financial Solutions light-touch approach and understanding that they are a service provider within a compliance universe imposed on small businesses rather than a parent company. It’s been refreshing and has enabled our business relationship to develop and grow.
Andy Troke
Troberry
A great home to build your business in; fun people, sound tech, and straight up and honest in their approach to advisers. A welcome break from the consolidators.
Andrew Kennedy
EWMFP
FS is a dynamic and forward thinking partner for advisers looking for independence and admin support on fair and transparent terms.
Marc Hoyland
Clarifty Lifestyle FP
Retaining my independence whilst feeling proactively and pragmatically supported as part of something bigger allows me the time to grow the business.
Tony McGarrity
SMCG Wealth
A Community of Advisers
What our advisers have to say
Hear from Financial Solutions advisers on why they choose us
I have always been very happy with Financial Solutions light-touch approach and understanding that they are a service provider within a compliance universe imposed on small businesses rather than a parent company. It’s been refreshing and has enabled our business relationship to develop and grow.
Andy Troke
Troberry
I have always been very happy with Financial Solutions light-touch approach and understanding that they are a service provider within a compliance universe imposed on small businesses rather than a parent company. It’s been refreshing and has enabled our business relationship to develop and grow.
Andy Troke
Troberry
A great home to build your business in; fun people, sound tech, and straight up and honest in their approach to advisers. A welcome break from the consolidators..
Andrew Kennedy
EWMFP
A great home to build your business in; fun people, sound tech, and straight up and honest in their approach to advisers. A welcome break from the consolidators..
Andrew Kennedy
EWMFP
FS is a dynamic and forward thinking partner for advisers looking for independence and admin support on fair and transparent terms.
Marc Hoyland
Clarity Lifestyle FP
FS is a dynamic and forward thinking partner for advisers looking for independence and admin support on fair and transparent terms.
Marc Hoyland
Clarity Lifestyle FP
Retaining my independence whilst feeling proactively and pragmatically supported as part of something bigger allows me the time to grow the business
Tony McGarrity
SMCG Wealth
Retaining my independence whilst feeling proactively and pragmatically supported as part of something bigger allows me the time to grow the business
Tony McGarrity
SMCG Wealth
Join a Network of Independents
Join a Network of Independents
Ready to start your journey with us?
Ready to start your journey with us?
