Altro is powered by Equity & General Financial Services — an FCA-authorised independent financial planning firm established in 1997, looking after more than £400 million in assets for over 10,000 clients nationwide.
E&G carries all regulatory responsibility. Your clients get expert, regulated advice from advisers who work alongside your firm — and your practice never takes on FCA authorisation, PI changes or compliance overhead.
How the regulated relationship works. Accountant partners introduce clients, identify needs and support conversations — they do not provide regulated financial advice. All regulated advice, recommendations and implementation are delivered by Equity & General Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority.
No cost, no FCA obligations, and a partnership manager who does the heavy lifting with you.