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  • Knowledge

    We take the challenges our customers face and transform them into effective, relevant solutions which benefit everyone.

  • Influence

    We use our intelligence, awareness and experience to connect our clients with their customers and shape a better financial future.

  • Excellence

    We demand more of ourselves than our clients and ensure that our people and technology solutions are always the best available.

  • Simplify Complexity

    We understand the complicated nature of the financial world and help everyone create clear paths towards better outcomes.

  • Think Bigger

    We constantly explore new ideas with the interests of our clients and their customers at heart. Focusing through their lens inspires our thinking.

  • Future-Focused

    We think ahead, rise to new challenges and break down future barriers to success. Our intuition helps clients maximise opportunities.


  • What's really apparent here is that we've got a group of people who take great pride in maintaining the strong relationships they've built with each other.

    Emily Blain

    HR Director, SimplyBiz

  • The business is extremely proactive and passionate about supporting the firms we work with. Fintel never stands still.

    Marc Thompson

    Adviser Services Director, SimplyBiz

  • Across all the teams there is such a diverse range of specialisms and expertise.

    Julie Rollinson

    UX Designer, Defaqto

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