Company Philosophy

Financial Inspirations is a new concept in the consolidation of Independent Financial Adviser firms. The company will offer Wealth Management, Corporate and General financial advice to its high net worth and mass affluent clients, not only through face-to-face advisers but also through membership of its own financial club that will allow clients access to a wide range of other products and services.

The company initially plans to create a substantial IFA business with widespread national coverage in the United Kingdom and the Republic of Ireland before expanding into Europe and beyond. Each acquisition will become a semi-autonomous regional business hub tasked with acquiring smaller IFA businesses and the agencies of IFAs who wish to retire. In its first year, the company expects to be providing a full nationwide advice and sales service in excess of 100,000 clients.

Financial Inspirations is keen to display a far more disciplined approach to its acquisitions that has so far been demonstrated by many current IFA consolidators as it has a clear view of the group structure it is trying to construct.

Each of the acquisitions will be semi-autonomous, maintaining their own identity and their own management but will share central compliance, insurance and IT systems. In addition to local marketing, acquisitions will be part of a national marketing identity through the Financial Inspirations Club, which will offer generic leaflets, a website and a national finance magazine.

Financial Inspirations is determined to have a highly client-centered approach and will expand the services its clients will receive. Whilst the company recognizes the importance of face-to-face advice, it wants to make it easier for its clients to purchase a much wider range of products and services. It also wants to give clients better access to their investment valuations and own details.