A focused review
One decision. A clear next step.
Explore a defined question, understand the options and agree what deserves attention first.
What you get
An assessment and prioritised recommendations.
For wealth & financial advice firms
A clearer way
forward for
your firm.
Business consulting for financial advice and wealth firms.
Make better decisions, strengthen your investment proposition and improve how your firm operates. Specialist experience, working alongside you.
Particularly suited to smaller firms.
Experienced support across the wider wealth industry.
A specialist perspective
Clear thinking.
Practical change.
FIRM AND PORTFOLIO01 —
A specialist practice of
Allington Advisors
Practitioner experienceBuilt inside wealth & investment
Direct senior involvementFrom the first conversation
Shaped around your firmA clear scope and practical output
Start with your priority
What’s on
your mind?
You don’t need to know which service you need.
Start with the decision in front of you.
A familiar starting point
We know we want to grow. We need to decide how.
Clarify the clients, services and commercial priorities that deserve your attention. Turn the next stage of your business into decisions your team can act on.
A practical first step
Explore strategy & growthA focused growth, pricing or proposition review.
A familiar starting point
Our investment proposition needs a clearer direction.
Bring your investment solutions, research and oversight into a coherent approach. Whether you manage investments in-house or use external providers, start with the decisions that matter.
A practical first step
Explore investment consultingA clear assessment and practical investment priorities.
A familiar starting point
Our processes haven’t kept up with our business.
Find the duplicated work, unclear handovers and bottlenecks taking up your team’s time. Build a practical way of working around the service you want to deliver.
A practical first step
Explore operations & changeA prioritised plan for processes, responsibilities and capacity.
A familiar starting point
We need senior experience alongside our team.
Work through a leadership gap, a demanding project or a decision that needs a fresh perspective. Agree a defined role and commitment shaped around your firm.
A practical first step
Explore leadership & organisationSenior advice, project support or an agreed interim role.
How we help
Specialist support.
A connected view.
010203040506
Strategy, Growth & Proposition
Decide where to grow, which clients to serve, how to price your services and what to prioritise next.
Investment Consulting
Review your investment proposition, strengthen governance and build clear, proportionate processes for research, oversight and adviser communication.
Operating Model & Transformation
Improve workflows, clarify responsibilities and release capacity so your people can deliver a consistent service as the firm grows.
M&A, Due Diligence & Integration
Assess an acquisition, plan how the businesses will come together and keep clients, advisers and the intended benefits in focus.
Technology, Data & AI
Assess systems, compare providers and prioritise practical data and AI improvements around the needs of your business and team.
Leadership, Governance & Organisation
Clarify who decides and who delivers, strengthen governance and access experienced support through growth, change or leadership transition.
Experience that stays involved
Work directly with the person
doing the thinking.
Tom Wareham
Founder, Allington Advisors
Investment and wealth management experience, applied to the decisions facing your business.
Firm and Portfolio is led by Tom Wareham, with experience spanning investment management, corporate strategy, risk management and governance, team leadership and business development.
You work directly with the senior practitioner responsible for understanding the challenge, developing recommendations and supporting delivery.
Meet the practiceWorking together
The right support.
At the right scale.
A defined project
From direction to delivery.
Work through a specific business change with an agreed scope, responsibilities and practical milestones.
What you get
A clear plan, working outputs and support to implement.
Ongoing support
Experience alongside your team.
Add senior perspective or agreed interim support where your firm needs additional capacity.
What you get
An agreed role, time commitment and regular review.
Who we helpFrom an owner-managed advice firm
From an owner-managed advice firm
to a wider wealth business.
Advice firms, wealth managers, investment providers and acquirers. Support is shaped around your decisions, resources and ambitions.
Find your firmIdeas to put to work
A useful perspective
on your next decision.
How to prepare your advice firm for succession before deciding to sell
Separate your personal ambitions from the work needed to make the firm less dependent on you. A practical starting point for owners considering succession, a sale or a gradual step back.
Read the insightHas your investment proposition become too complicated?
A practical way to understand the choices your firm offers, decide what each one is for and identify where a simpler approach could help.
Read the insightWhere is your advice firm losing time?
Before adding another system or more people, look closely at how work moves through the firm and where it becomes difficult to finish.
Read the insightYour next step
Let’s start with what matters to your firm.
A specific decision, a challenge that keeps coming back, or simply a sense that something needs to change. Start with a conversation.