“We are confident of delivering further progress in the year ahead as we continue to scale our proposition, realise our very active M&A pipeline and invest in our service and technology platform, with our growth underpinned by recuring incomes and positive structural market drivers.”

Matt Timmins, Joint CEO

"Synaptic is an established adviser software and research business which complements and extends our current capabilities, and offers us positive synergistic opportunities for growth and value in the near term. This transaction will further cement our central market position as the provider of technology, research and consulting services to the adviser market."

Neil Stevens, Joint CEO

"We continue to deliver growth organically and make progress consolidating the fragmented software market, providing efficiencies for advisers and creating better outcomes for all participants. With a strong M&A pipeline, underpinned by our balance sheet and cash position, we are confident in making further strategic progress."

Matt Timmins, Joint CEO

"VouchedFor is an exceptional business with a very important mission – to increase confidence in, and generate demand for, professional financial advice. We passionately believe in the enormous value of professional advice and will invest in VouchedFor to grow its market reach; ensuring the UK’s standard bearer for trusted advice can serve every advice business in the UK."

Neil Stevens, Joint CEO

"AKG is a strategically significant acquisition, adding industry expertise, insight and data that is complementary to Defaqto’s. We very much look forward to working with the talented team at AKG to invest in the business and make it an even greater success in the future, enabling more people to make smarter financial decisions.”

John Milliken, CEO, Defaqto

“Fintel delivered a positive financial and operational performance during the first half of 2023 and continued to make significant progress in line with its strategic plan. We have increased investment into our technology and service platform, with earnings enhancing acquisitions expanding our unique proposition and driving future growth opportunities."

Matt Timmins, Joint CEO

"We are delighted to extend our Risk Controlled solutions to BlackRock MyMap Funds. It is fantastic to see a world-leading asset manager focussing its fund research and transparency around clear client outcomes, that can be properly and independently analysed by professional advisers using our software."

Neil Stevens, Joint CEO

"We are confident that our strategic progress, coupled with strong organic growth drivers, firmly positions us for sustainable growth and ongoing success, as we continue to inspire better outcomes for all."

Matt Timmins, Joint CEO

“It is great to be able to extend our proposition into a new area of the investment market. There is strong adjacency in terms of products and customers and strong cultural alignment, which makes this an excellent fit for both organisations."

John Milliken, Defaqto CEO

“Fintel has worked with Competent Adviser for nearly a decade, and we know how much advisers’ value its simplicity, the flexibility of its modules, and the relevance of its content." 

Neil Stevens, Joint CEO

‘’Plannr’s powerful CRM capability has the potential to unlock important efficiencies, streamlining the advice journey and improving suitability for consumers. We look forward to delivering better outcomes for everyone.”

Matt Timmins, Joint CEO

“Fintel continues to deliver on its strategic plan of accelerating growth, digitisation and service expansion. 

As we look to the future, we are confident in our financial agility and growth strategy that is underpinned by our resilient and highly cash generative business. We are well positioned for strong and sustainable growth, inspiring better outcomes for all."

Matt Timmins, Joint CEO