Digital access Foster Denovo has launched MyAdvicePlace to make financial advice more accessible regardless of income, signaling demand for scalable digital advisory services. Sales opportunities include white-label digital advisory tooling, MAP integrations, API access for onboarding, and analytics to optimize user acquisition and conversion, with cross-sell potential for investment and wealth planning.

Growth leadership Recent appointments of Helen Lovett as Group Managing Director and Chris Thomas as Director of Investments indicate strategic growth in leadership and in-house investment capability. This creates opportunities to upsell enhanced investment management, advanced financial planning, and corporate advisory services to individuals, families, businesses and charities.

Platform partnerships A recent partnership with Thirdfin shows openness to platform-based distribution and tech-enabled expansion. Potential sales angles include joint development, data integration, reporting and compliance enhancements, and scalable advisory solutions that can be co-branded or white-labeled.

UK-wide reach With seven offices and nationwide coverage, there is scope to scale services across regions and cross-sell to SME clients, mid-market businesses and charities. Opportunities include employee benefits advisory, corporate financial planning, and charitable giving strategies aligned with their existing wealth and advisory capabilities.

Regulatory strength FCA regulation and a security-focused tech stack underscore the importance of compliance and risk management. This creates demand for RegTech, KYC/AML, cybersecurity services, and policy automation to support multi-office operations and digital advice platforms.