Our Offer – Partnership That Empowers Advisers
We build partnerships on a strong, collaborative culture driven by entrepreneurial ambition. Our model is designed for advisers who value autonomy and innovation, while also recognising the strength of shared knowledge and collective success.
Transparent Business Model
Firms joining the network benefit from a clear financial framework, with terms agreed upfront. These terms are designed to foster a long-term partnership between us and the partner firm.
- Our partnership is based on aligned interests and a mutual commitment to achieving shared objectives.
- Our business structure for partner firms is transparent and straightforward, ensuring all parties have complete clarity from the outset.
- We provide a defined and flexible exit strategy, giving advisers full visibility of future succession, retirement or sale opportunities. This approach allows advisers to plan with confidence and peace of mind, knowing their interests are protected at every stage.
A Partnership for Growth
We simplify day-to-day operations by streamlining administration, reducing costs, and increasing efficiency through a fully integrated, end-to-end advice journey that creates a seamless experience for both advisers and clients.
Through both organic and inorganic growth, we provide advisory firms with the structure, resources, and confidence needed to become scalable, resilient, and future-ready. Our support includes funding for future acquisitions and recruitment, empowering advisers to expand their teams and pursue strategic opportunities. Our goal is to enable advisers to deliver lasting value to their clients.
Our Culture – A Place to Grow and Belong
We believe that a strong foundation creates long-term relationships and sustainable growth. For our employees and partners, this means belonging, having a purpose, and room to thrive. For clients, it means trust, quality, and a consistent experience across all countries.
As a partner you won’t just join a company — you will join a movement of people who believe in building something meaningful together.
Investment Proposition
Our investment proposition integrates the expertise of Söderberg & Partners Asset Management with Pacific Asset Management to establish a sophisticated, adaptable, and high-calibre solution for our partnership in the UK. Both organisations are renowned asset managers known for their extensive experience in achieving reliable, risk-conscious investment results.
The value of investments may go down as well as up.
More offering that you will benefit from
Söderberg & Partners Platform
Combining extensive Nordic heritage with substantial expertise in the UK platform sector, Söderberg & Partners Platform seeks to establish itself as the platform of choice for financial advisers in the UK. This solid foundation, enhanced by innovative tools, supports a fully integrated and efficient end-to-end advice process, ensuring a seamless experience for both advisers and their clients. It is also crucial to own and maintain constant access to data—and through our platform, we can control and secure this.
Our technology solution
This is not an investment or custody platform. It is a fully integrated, end-to-end advisory technology designed to support the entire advice journey — before, during, and after every client meeting. It brings together people, processes, data, and insight into a single, connected way of working, removing duplication, reducing friction, and creating a smoother experience for advisers and clients alike.
This approach enables faster, more efficient management of client relationships — freeing advisers to spend more time delivering advice and growing their business.
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