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Corbel Partners

Compliance, paraplanning and independence support for financial advisers and advice firms in the UK

Warrington, United KingdomFounded 2004corbelpartners.co.ukWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-28

About Corbel Partners

Corbel Partners supports financial advisers with compliance, paraplanning and related business services. Its offering includes common-sense compliance support, paraplanning support, regular regulatory bulletins and CPD sessions, and access to senior people rather than layers of middle managers.

Its customers are individual financial advisers and financial advice firms in the UK, including advisers starting their own firm, moving network, leaving direct authorisation or wanting to remain independent.

The company is registered in Warrington, England, where its headquarters is located, and was founded in 2004. The website states that since 2005 well over 150 advisers have benefited from its support. Directors David O'Hara and Paul Heath are listed as co-founders, with Anthony Morrow as a non-executive director.

Product: Compliance support, paraplanning support, regulatory bulletins and CPD sessions for financial advisers and advice firms.

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