Welcome to HybridAdvice:

A new chapter with the same trusted advices

Good news — your financial advice firm has joined the Hybrid Advice group.
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We’re a growing network of high-quality, independent advisory firms, all committed to delivering better outcomes for clients like you.
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You will continue to work with the adviser you know and trust and have peace of mind knowing your adviser will be able to continue to provide you with great advice and services, including a wider range of platforms and professional investment solutions.
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Through a partnership with Hybrid Advice, your adviser will be able to access more tools, business support and long-term stability, so they can focus on what really matters – delivering value to you. 

What This Means for You

Enhanced Planning and Investment Support

Your adviser now has access to Hybrid Advice’s Centralised Investment and Retirement Proposition, and to new range of cost-effective investment and retirement planning solutions, investment specialists, and advanced tools — giving them the resources to offer even greater value to you.

Improved Technology and Reporting

You can expect clearer reporting, smoother communication, and secure online access to your portfolio and documents — all powered by our upgraded digital platform, Ekorn.

Independent Advice, Backed by Scale

Hybrid Advice is a group of independent financial advisers, meaning we’re not tied to any specific financial solution.  We offer products from across the whole of the market, with the ability to achieve greater economies of scale.  This enables your adviser to truly tailor their advice to meet your personal circumstances, needs, objectives and risk appetite.

Long-Term Security and Continuity

Your financial future stays in safe hands. Hybrid Advice is designed to ensure lasting service and support by backing your adviser with strong governance and compliance, strengthening their infrastructure, facilitating responsiveness and future-proofing the service they provide you.

Who is Hybrid Advice?

Hybrid Advice Central, (“HAC”) is authorised and regulated by the Financial Conduct Authority FRN 711110 (Registered address: 100 Longwater Avenue, Green Park, Reading, United Kingdom, RG2 6GP. Company number 08168055), Hybrid Advice Limited (“HAL”) (Jersey Co. 151793) and the majority owned IFA businesses in the UK, together ”Hybrid, Hybrid Advice or the Group”, The Group is backed by funds arranged by Umbra Capital Partners a merchant bank, family office and asset manager for a number of committed private investors.
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HAL provides long term Capital to the Hubs to make acquisitions and HAC and provides centralised functions for the Group including compliance, regulatory, accounting, treasury, IT security, HR services etc. Under this arrangement, all clients are clients of HAC, trading under different trading names. 

Need Help?

If you would prefer to speak to someone at Hybrid Advice directly, we are here to help.
Please contact us here or speak to your adviser at any time:
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Frequently Asked Questions (FAQs)

1. What are the next steps?

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So that your adviser can continue to provide advice and services to you, we’ll need you to complete some paperwork to transfer with your adviser to Hybrid Advice.

You will shortly receive a secure email link asking you to electronically sign updated client documents. These are simply administrative updates which reflect the new structure and your adviser relationship will remain the same.
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Your adviser is available if you would like to discuss anything or have any questions.

2. Do I need to take any action right now?

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Yes — you’ll receive an email with a secure link to sign updated documents. It’s important that you complete these documents as quickly as possible, to ensure that your adviser can continue to seamlessly provide advice and services.
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The new documents reflect your adviser’s new partnership with Hybrid Advice and therefore the change in the regulated entity providing advice and services to you going forward. Your adviser will be available to support you through the process, so please do speak with them if you have any questions.

3. Have my fees or anything else changed in my existing agreement?

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There will be no immediate changes to the services you receive or the fees you pay.
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In partnership with Hybrid Advice, your adviser will have access to a wider range of platforms and cost effective investment and retirement solutions. They may, in due course, recommend some changes to your portfolio but rest assured, your adviser will discuss and provide advice to you, should they identify alternative solutions to best meet your needs.

4. Will I still work with the same adviser?

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Hybrid Advice is here to strengthen your adviser's ability to provide advice and services to you, not replace it. You’ll continue working with the same adviser and team who have supported you to date.  There may be a rare occasion beyond our control that results in a change to your appointed adviser, but we’ll let you know if this is the case ahead of any changes being made.

5. Who is Hybrid Advice?

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Hybrid Advice is a Group of high-quality, independent financial advice firms. We provide advisers with tools, investment resources, technology, and long-term support — so they can focus on delivering the best possible outcomes for you.

6. Why am I being asked to sign new documents?

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Your adviser’s business has joined Hybrid Advice, which means the regulated entity under which your adviser provides their advice and services has changed.
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By signing the updated Client Agreement, you are confirming you wish to continue the adviser relationship under Hybrid Advice, the new regulated entity,

7. Who do I contact if I have questions?

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Your adviser is your first point of contact. You can also get in touch with Hybrid Advice directly if you would like to speak to someone on our team.
Hybrid Group is comprised by Hybrid Advice Limited, (“HAL”) (4th Floor, St Paul’s Gate
22-24 New Street, St Helier, Jersey, JE1 4TR. Registration number 151793) and Hybrid Advice Central Limited, (“HAC”) (100 Longwater Avenue, Green Park, Reading, United Kingdom, RG2 6GP. Registration number 08168055).

HAC, is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 711110).

Hybrid Advice is a trading name of Hybrid Advice Central Limited, other trading names include: Southernhay Financial Planning, D'Arblay Wealth, Miraclair Wealth and Aspirations Financial Planning.
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