Later this year, the programme will be available to adviser firms who use the compliance, technology, and business support services provided by Simplybiz and Threesixty.
Buyers using the Affinity Programme exit proposition will benefit from a structured profiling process designed to help them demonstrate their worth to sellers and prioritise the quality of introductions.
Buyers will also receive scalable compliance and due diligence support, helping them to grow responsibly, in line with the Financial Conduct Authority’s recent guidance.
Designed around the three principles of proper preparation, quality matching, and independence, the exit proposition leverages Fintel’s extensive data, compliance expertise, and sector-wide relationships.
Alex Whitson, CEO of Fintel Services, commented: “Often succession conversations are informal, reactive, and decided by whoever calls first – not by who’s the right fit. Fintel acts as an independent facilitator for the thousands of firms we support across Threesixty and Simplybiz. The way we have structured the Affinity Programme helps mitigate potential conflicts of interest, ensuring our focus remains on finding the right long-term outcome for firms and the clients they serve.
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“Ultimately, the Affinity Programme exists for clients. When advisers retire, or firms change hands, clients deserve continuity – someone who will understand their goals, look after them properly and exceed their expectations.
“Too many advisers spend years building something they’re genuinely proud of, then find their acquirer isn’t quite the right fit for them or their clients. The Affinity Programme is about changing that. We’re using our scale, relationships, and our independence to raise the bar – for the firms involved and, crucially, for their clients.”
