Your adviser
In Partnership was formed in Horsham in 2005 and has grown steadily ever since. We now have advisers spread across the country and are able to service clients nationally, wherever they are based.
We are part of a much larger group, including The On-Line Partnership Limited, which means we have strength and depth in financial stability and a training and quality control regime for our advisers which is second to none.
Our ultimate parent Russell Investments has been trading since 1936, advising its clients on investment strategies throughout the world.
This wealth of experience and resource gives our clients peace of mind that no-one could do more to make sure their needs are met.
Our Advice Process
Regardless of which type of product we recommend, the process has been designed to ensure high-quality advice is given. Once we have agreed the terms of our engagement with you, we will:
> Identify your objectives and what matters to you
> Present our recommendations to you and discuss the options so that you feel comfortable
> Analyse your situation and produce a full report for you
> Implement the solution so you can relax while we deal with the details
> Research the market to identify suitable solutions
A transparent charging structure
We are committed to working with you to help you prosper, and we are always open and honest about our fees. We’ll work with you to deliver the professional service that is most suitable for you. Generally speaking, we charge for our services on the following basis:
> No charge for the initial meeting and information gathering – we will bear the cost of this
> A percentage fee should you wish us to implement our recommendations and manage the process for you
> A fixed fee for analysis of your financial planning needs and recommendations, based on the complexity of the work involved
> Once the recommendations have been implemented, we can continue to provide you with an ongoing service if agreed. The fee for this will be fully explained to you before any costs are incurred
"Our adviser talked to us to understand our attitude to risk and clearly explained the investment process and fee structure. We have received regular written updates on the progress of our investments and these were explained in more detail in face to face meetings. In Partnership Financial Advisers was recommended to us by a friend who works in the financial sector and we have been delighted with the service."
R&S Knight, IPFA clients
Contact us
Please contact us to arrange a consultation free of charge with no obligation.
(01403) 214200
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Financial Advisers
We provide a high quality, clearly defined financial planning service, transparent fee structure and an effective service proposition
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In Partnership Financial Advisers Limited trading as In Partnership is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority Registered No. 5869204. Registered in England & Wales.

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