Our aim is to create the best advisory business in the UK, characterised by…

  • People who stand shoulder to shoulder with you
  • Advice that makes a difference
  • Outcomes that shape your future

Find out more about Partners& in our company brochure.

Read The Partners& Magazine, Summer 2022.

Why we’re here

Through our collective experience, we’ve observed many of the best and worst practices in the insurance advisory market. We’re here to challenge the status quo and aim to establish a new level of service. We’re combining the best traditions of technical advice and client centricity, with modern thinking and smart use of systems and technology to enhance the client experience and create a dynamic workplace for our team.


What we believe As a values-driven business, what we believe informs what we do and how we do it.

Our diverse backgrounds and range of perspectives enable us to create, innovate and deliver exceptional outcomes.

Our Clients

We actively seek to understand our clients’ challenges, protect their assets and enable their growth and aspirations.

We are a partnership in name and in nature – our ecosystem is a network of introducers, suppliers, and professional practices – to whom we are confident to refer to clients to extend our proposition.

The Partners& Story We’re creating a better way

Our industry has become increasingly commoditised, resulting in diminishing client service and short term profit being prioritised over clients. We’re here to challenge that with a new advisory model that puts people and relationships back at the centre.

Phil Barton, CEO

What makes us different? Our approach is governed by our clients’ problems rather than our internal structure or capabilities. We understand the importance of talent. At the heart of our business is a culture that invests in and rewards the contribution of our team. We view all of our people as “partners”.

  • Our distinctive culture that nurtures partnerships across our clients, our people, and our ecosystem

  • Quality of our team

  • Approach to seamless advice

  • Our mindset – to challenge the status quo

It’s about putting our people first. In this organisation, people are what matter.

Lee Davey

Managing Partner

We’re challenging the status quo… we’re not looking to be like someone else. This is something very different, and very exciting.

Stuart Reid


It’s not about being the biggest, it’s about being the best. And we care! That’s what sets us apart.

Ed Finch

Managing Partner

At Partners& the sense of being together, and our clarity of purpose… that’s what makes the difference.

Natalie Mcclean

HR Director

Chartered Status

Our business believes fundamentally in relationships, investing in our people to provide robust technical advice and optimising technology to deliver our client proposition. We’re proud of our Chartered Status.

Corporate Social Responsibility

We care about the way we operate as a business. That’s why we are committed to giving back to the communities in which we operate, promoting diversity within our business and reducing our impact on the environment. Each of these areas is sponsored by a member of the Executive Team and our activity is celebrated across our business.