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Partnership Programme
A Unique Financial Planning Partnership for Accountants from Equity & General
Strengthen Client Relationships. Unlock Long-Term Value
As a trusted adviser, you guide clients through their financials past and present. Equity & General helps you extend that trust into the future, through a structured model that allows your clients to get access to independent financial advice without cost, complexity, or compliance burden on you.
This isn’t a typical introducer arrangement. It’s a strategic partnership designed to:
• Deliver expert advice across pensions, investments, protection, estate planning, and mortgages
• Create recurring income and grow capital value in client assets under management
• Enhance client loyalty and your firm’s long-term commercial strength
Why Accountants Choose Equity & General
Our model allows you to:
• Stay in control of client relationships
• Share in both income and capital value from managed assets
• Operate under a simple, no-cost Introducer Agreement
Your clients trust your guidance and you can trust us to deliver high-quality, compliant advice that reflects positively on your firm.
Key Benefits
• Strengthen client retention through future-focused planning
• Build a saleable business asset linked to assets under management
• Fill the growing advice gap as IFAs retire
• Generate opportunities with data-led client segmentation
• Choose from flexible engagement options (Introducer, Introducer Appointed Representative, Appointed Representative)
• Support succession with a scalable, income-generating model
• Avoid disruption-our team handles all advice and compliance
Partnership in Action
Agreement We formalise a compliant Introducer Agreement
Client Review We collaborate on data to identify key opportunities
Strategic Launch All messaging originates from your firm to ensure GDPR compliance
Client Engagement Our advisers deliver tailored, no-obligation advice
Ongoing Value You receive regular reporting and revenue
Common Questions Answered
Not FCA Authorised? No issue, we are
Concerned About Client Control? You stay fully involved
Worried About Costs or Compliance? There are none for your firm
Had Poor Adviser Experiences? We protect your reputation with transparency and quality
Short on Time? We handle everything
Data Protection? We ensure GDPR-compliant messaging initiated by your firm
Why Equity & General?
FCA-authorised since 2007, Equity & General manages over £400 million in client assets and serves more than 10,000 clients. We pair proven advisory experience with next-generation talent and technology to deliver future-focused value for your firm and your clients.
Why Now?
Nearly half of UK financial advisers plan to retire within five years, according to the FCA and recent industry research. This looming shortfall is expected to disrupt access to advice and strain client relationships.
By partnering with Equity & General, your firm is well-positioned to offer a timely, trusted solution strengthening your client relationships while creating long-term value.
Next Steps
If this strategic partnership aligns with your firm’s vision, we’d welcome a brief conversation to explore how it could work for you and your clients.
www.eandgfs-partners.com is operated by Client Bridge Network Ltd, which acts as an introducer to Equity and General Financial Services Limited.
Client Bridge Network Ltd does not provide financial advice.
Equity and General Financial Services Limited is directly authorised and regulated by the Financial Conduct Authority (FCA No. 474163). E&G Head office: 2 Charterhouse Mews, London, EC1M 6BB. Registered in England 03314593
The Financial Ombudsman Service is available to resolve individual complaints that clients and financial services businesses are unable to settle themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.