About us
Söderberg & Partners Financial Planning (SPFP) was first launched in the beginning of 2026, and is part of the Söderberg & Partners Group (SP), that entered the UK market in 2024.
SP is a privately owned Swedish group with a 20-year track record of providing financial advice and investment solutions in the Nordic. The group has more recently expanded its operations to the Netherlands, Spain, and the United Kingdom.
At SPFP we focus on being technology first. We strive to bring efficiencies to the advice process enabling financial advisers to concentrate on their customer relationships and to provide an unsurpassed customer service. Our focus is on enabling the delivery of consistent customer outcomes that meet and beat expectations. Our technology is proven in the Nordics, where financial advice offerings are well established, and we are currently developing tools and services tailored to the specific requirements of the UK market and its regulatory environment.
We believe that, through a combination of our experience, resources, and technological capabilities, we can bring a new financial advice offering to the UK market. An offering that will enable advisers to deliver first-class customer service and outstanding customer outcomes.
Company Management
Magnus Wikner, Non-Executive Director of SPFP, brings over 25 years’ experience in wealth management, specialising in high-net-worth advice and bespoke solutions. As Head of Wealth Management at Söderberg & Partners Wealth Management AB (2015–2023), he expanded the team to 150 advisers and grew Assets under Management to SEK 65 billion.
Duncan McKillop, CEO of SPFP, has more than 30 years in financial services across advisory and management roles. Since joining the Board in 2009 at Moneywise IFA, he has held senior positions at Fidelius Ltd and led key JV/AR relationships and M&A activity within the Fidelius Group.
Tom Dudley, Chief Operating Officer, has over 25 years’ financial services experience, including senior and Board-level roles at Self Directed Investments Ltd, Novia Financial, and Parmenion. He has served as Executive and Non-Executive Director for regulated and non-regulated investment firms.
Sheriden Davy, Chief Compliance Officer, offers over 15 years’ experience in compliance, risk, and legislative development, with senior roles at True Potential, Quilter Financial Planning, and Government. He has also worked as a stockbroker, IFA, and compliance consultant.
Oliver Whitehead, Chief Finance Officer, is a CIMA-qualified finance professional. Previously at Novia Financial, he led statutory reporting and budgeting, supporting a private equity acquisition. He now holds senior finance roles across Söderberg & Partners’ UK entities.
Get in touch with us
Soderberg & Partners Financial Planning are authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 671601).
Registered Office:
One Temple Quay, Temple Back East, Bristol, England, BS1 6DZ
Companies house number 09442026
Telephone number 00 44 7983 981222
Email info@soderbergpartners.co.uk