“We are breaking new ground, and our focus is on connecting best of breed technology rather than building a single solution. We believe in open technology collaboration and integration for the benefit of advisers and their clients. Our mission is to build simple and integrated financial technology that increases the accessibility of financial services and upgrades the financial planning experience.”

Neil Stevens, Joint CEO

"Quality management team and secular growth. There is a real blueprint about how this business is building up a platform for the IFA market"

"We are trying to complete a connected platform for the intermediary market, giving advisers everything they need to do their job. A big part of that has been internal development and acquiring the talent, systems and capabilities through acquisition (...).

That combination of delivering what we said we would do in the market financially, putting our capital to work and acquiring great businesses has resulted in a really good period for us."

Matt Timmins, Joint CEO

“Our new distribution agreement with Mortgage Brain will enable our members to access Mortgage Brain’s leading mortgage sourcing and submission software as part of our integrated platform. 

Our investment in Mortgage Brain will provide a significant cash injection to continue Mortgage Brain’s product transformation, bringing its solutions to the cutting edge of the industry and providing even greater efficiency to its customers, including Fintel’s members.”

Neil Stevens, Joint CEO

“There’s no other solution like ifaDASH currently available, and there’s a clear and genuine gap for it in the sector. The increased visibility and transparency ifaDASH offers to a heavily regulated market will prove immensely valuable for advisers, particularly since the implementation of the Consumer Duty. 

Offering advisers more streamlined efficiency and less admin and risk aligns perfectly with our objectives to deliver better financial outcomes to more consumers, and we’re excited about ifaDASH’s next steps as part of Fintel.”

Neil Stevens, Joint CEO

“2023 has been a defining year for Fintel. We have delivered a resilient financial performance and significant progress against our strategy, which balances growth across our core activities, organic investment and complementary M&A.

In the new financial year to date, we are trading in line with expectations and remain well positioned to take advantage of opportunities in our market.”

Matt Timmins, Joint CEO

“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