Case Study

“At the end of the day, it’s people powered by technology” Sam Wallis- Managing Director New Leaf Distribution Twenty years in financial services has meant operating through entire market cycles, regulatory overhauls, and a wave of technological evolution. For New Leaf Distribution (New Leaf) longevity isn’t just a badge of honour — it’s proof of […]

Customer experience at scale, underpinned by interoperable technology. Shackleton unites regional champions to build “Britain’s financial adviser.” Paul Feeney, Founder and CEO Shackleton Shackleton has brought together ten regional market leaders in independent financial advice, guided by values of authenticity, transparency and respect. The mission is simple: put the customer first, everywhere, and scale that […]