Empowering Financial Planners for a Future-Focused Tomorrow

Söderberg & Partners Financial Planning is a partnership that is dedicated to supporting members and their clients with a proven, technology-led approach to objective-based financial planning. With more than 20 years of experience in the financial industry, our partnership will enable outstanding service and high-quality outcomes for their clients.

A network for success

Joining the right network can transform the way you grow and manage your advisory business. At Söderberg & Partners Financial Planning, we simplify advisers’ daily work, enabling them to deliver great outcomes for their clients. With us, you’re not just joining a network - you’re joining a community built for long-term growth and success.

Efficiency & Technology

Integrated technology that simplifies financial planning by reducing manual administration and disconnected systems. Our approach enables faster, more efficient management of client relationships — freeing advisers to spend more time delivering advice and growing their business.

Investment Proposition

Our central investment proposition provides a range of diverse, robust, and thoroughly researched model portfolios designed to facilitate comprehensive, high-quality financial planning.

Culture & Belonging

A strong focus on partnership, collaboration, and a shared journey. Through the network, we aim to create a community where we can support, encourage, and learn from one another.

Our goal is to support advisers by streamlining administration, reducing costs, and increasing efficiency. We achieve this with a fully vertically integrated end-to-end advice journey that delivers a seamless experience for both advisers and clients.

Duncan McKillop

CEO of SPFP

Get in touch with us

Speak to our team today and find out how we can help you!

Söderberg & Partners Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number 671601. Registered in England and Wales, No: 09442026.

Registered Office:
One Temple Quay, Temple Back East, Bristol, England, BS1 6DZ
Email: info@soderbergpartners.co.uk