Unlock Your Business Potential

Maximise your business value

About
Established in 2017, AGF specialises in supporting Financial Advice firms in their ambitions to maximise the value of their businesses. 
We focus on four key areas where there is a recognised in-house gap in expertise and connectivity to external resources: 

Scaling up: M&A – strategic guidance, finance sourcing and recruitment 

Business efficiency: Paraplanning, Administration and Compliance 

Investment solutions: Proposition development, technical analysis, Fund Management and oversight support

Independent 3rd Party Due Diligence: Outsourced and independent to satisfy regulatory requirements

Andrew is a trusted partner of many Financial Advisers and has delivered bespoke special projects which often encompass one or more of the areas above.  In each case, AGF founder Andrew Fuller has leveraged his deep industry insight and network built over a 40-year career in the Financial Services industry to deliver crucial strategic initiatives for clients.

If you have a goal to maximise the value of your business and are looking for assistance to tackle any of the challenges detailed above, please reach out and we’d be delighted to talk to you.
Who We Are
Andrew Fuller - Director

With a 40+ years career in financial services, Andrew held leadership roles supporting IFA and Wealth Management clients at Standard Life for over three decades.  Since creating AGF Consulting in 2017 he has played a pivotal role in many successful M&A deals in the wealth management sector and also brought market-leading business solutions to his clients utilising his extensive network across various segments of the financial services industry. 

At the heart of AGF ‘s success is Andrew’s highly developed business acumen and relationship management skills – caring deeply for great outcomes for clients and forging mutually beneficial long-term partnerships. In his spare time Andrew is a keen traveller, loves spending quality time with his family and enjoys horseracing.


What We Do
With 40 years in the industry, Andrew knows what your firm needs and who is best placed to deliver it, through a network of trusted, experienced partners.

1. Growth: M&A and Funding

1. Growth: M&A and Funding

Buying, selling and funding firms. Acquisition and business sale support (buy-side and sell-side) Acquisition funding through debt and PE partners Independent third-party due diligence for M&A and internal projects, to satisfy regulatory requirements

2. Efficiency: Operations and Compliance

2. Efficiency: Operations and Compliance

Sharpening the way your business operates, through trusted specialists. Administration support Outsourced paraplanning IT and cybersecurity Ongoing and bespoke compliance

3. People: Recruitment

3. People: Recruitment

Specialist skills, on tap. End-to-end recruitment at all levels, delivered through specialist recruitment partners

4. Investment Expertise: Committee Support

4. Investment Expertise: Committee Support

An independent view, when you need it. Investment Committee support, including technical analysts and fund manager support, for an independent view of your investment process

5. Impact: Marketing and Communication

5. Impact: Marketing and Communication

Know where your marketing stands. Marketing MOT: a practical health check across 10 key marketing areas, showing what's working, what's holding you back and where to focus next

case studies

Recruitment

Brief: An adviser firm client had been frustrated with the quality of both CVs and candidates put forward by their existing preferred recruitment firm. They required a solution to save valuable time and improve recruitment outcomes. Solution: AGF introduced two of our recruitment partners and agreed a trial period with the client with the objective of improving their recruitment process and quality of candidates. The trial was successful, agreements were completed, and ultimately the efficiency of the client’s recruitment process and quality of candidates to fit their brief were improved.

Business efficiency

Brief: An adviser firm client had struggled with their Admin and Paraplanning processes resulting in workflow issues and restricted capacity to take on new clients. They urgently required improvements to improve efficiency and client service delivery capacity. Solution: Working with AGF’s specialist Paraplanning and Administrative partner, an in-depth understanding of the client’s needs was agreed. “In-sourced” expertise and new automated systems were deployed to enhance and complement the existing team. This met the client’s priority needs of improving the efficiency of client reporting and capacity to take on more clients.

Acquistions

Brief: A long-standing client of AGF required a regular flow of potential selling adviser firms to meet their acquisition ambitions. The quality, scale and cultural alignment of firms put forward for consideration must meet agreed metrics. Solution: Through AGF’s own network of adviser contacts built up over 30 years and working with a partner firm who specialises in acquisition matching, we sourced only suitable selling adviser firms that match the exact brief set by the client. This has resulted in a number of successful acquisitions being completed over the last 8 years and an ongoing agreement built on a high level of trust on our ability to deliver for the client.

Acquisition finance and refinancing

Brief: An adviser firm with a rolling debt facility sought more attractive terms than those offered by their existing lender or visible through their own research. Solution: Working closely with the client and AGF’s debt funding partners located in the City of London, a highly attractive re-financing packaged was achieved both in terms of rates and fees.

Independent third party (vendors)

Brief: Many adviser firms are potentially vulnerable to risks associated with third parties they may work with. One of AGFs clients who possess robust in-house risk and compliance functions wished to ensure they were better protected with an added layer of independent due diligence on all the third-party firms they engage with. Solution: AGF engaged one of our due diligence partners, introduced them to the client with a resulting due diligence exercise completed with risk reports to satisfy both internal needs (Board) and regulatory requirements.

Investment committee support

Brief: A wealth management client required an external investment specialist to bolster their in-house Investment Committee expertise and research capability. Solution: AGF supplied an external Investment Analyst and Fund Manager using highly experienced partners to support the client as required across their Investment functions this has been a three-year tenure which is still ongoing for both parties

 
 

client testimonials

 We have had the pleasure of working with Andrew Fuller for several years now, and we can confidently say that he has been an invaluable asset to our financial planning business. Andrew introduced us to an excellent external investment consultant, who we have been collaborating with successfully for a few years now. His extensive network of contacts in the Financial Services profession is impressive, and he is always eager to connect us with individuals who can add significant value to our business. Andrew is diligent, friendly, and consistently professional in all his interactions. His commitment to excellence and his proactive approach have greatly benefited our company. I highly recommend Andrew for his exceptional work and his ability to support financial planning businesses in achieving their goals. 

Alwyn Evans
Churchgates - Financial Planning Director

 Andrew has a wide network of associates and seeks to build long-term relationships with them. I've found working with him to be easy, and I've developed a good, productive relationship with the client that Andrew introduced to me. 

James Clunie
Director - Long Short Consulting Limited

 Having a truly exceptional advisory team can determine the success of a business—and Andrew exemplifies that. He brought a wealth of experience, deep industry knowledge, and an extraordinary network that opened doors we didn’t even know existed. From day one, his input was pivotal. With strategic insight, calm authority, and an unwavering focus on our mission, he has helped drive our business from strength to strength. Quite simply, Andrew has been a cornerstone of our growth story. 

Stacey Body
Aventur CEO and Co-Founder

 Andrew has been a key driver behind the progress of my business, having worked together for four years now. What I like most about working with him is his focus on building long-lasting relationships and activities of genuine mutual value to all concerned within his wide circle (the 'Andrew economy' as I call it). This with a spirit of teaming up as 'long-term partners', building a solid relationship based on mutual trust and credibility at the foundation. Such an approach resonates strongly with me, typifying how and with whom I choose to conduct my personal and business affairs. Andrew is always true to his word and a gent. It's always a pleasure to work with him on our various projects. 

Tim Stubbs
Principal - Valencia Asymmetric

 Andrew Fuller has been a valuable asset to our business. His patient, diligent, and thoughtful approach to introducing our products to his high-quality financial services clients has driven strong results. I would highly recommend him as a dedicated and effective partner. 

Kevin Mitchell
CEO - Graphene

 I have worked with Andrew Fuller for several years now, both on transactions (sales) and commercial arrangements within the financial services advice industry. Andrew is always professional, highly experienced and very well placed to advise in this sector. He has always provided valuable, pragmatic and sensible advice when needed and always keeps a cool head! He is also innovative, positive and has a great sense of perspective on issues which arise. I highly recommend Andrew to anyone in this sector who is thinking about a new venture or transaction. 

Kristina Kerr
Solicitor - Business Counsel Limited

 I have worked with Andrew for nearly 20 years. Throughout the period Andrew has been a source of trusted counsel for third party conversation on what is going on, providing independent views and advice on the financial services market. This has included, working with us in the development of a global custody solution for clients, staff retention and remuneration packages, introducing us to third parties for other services to support our wealth management business. Plus, if Andrew doesn’t know the answer / person he will know someone who does and introduce you! 

Adrian Atkinson
Managing Director - MM Wealth

 We have worked with Andrew for the last few years and found his industry knowledge (and network) to be exceptional. He takes time to understand our business deeply before adding value…which he has done in spades. I would strongly recommend him. 

Dominic Rose
CEO - MKC Wealth

 Having worked with Andrew for several years, I can confidently say that he is an excellent business partner as well as a highly knowledgeable, insightful, and caring individual. Andrew is someone that can always be relied upon and is a professional who will bring exceptional results and quality to any project. There is no business that I wouldn’t happily introduce him to.  

Tom Brown
Business Consultant - TAB Consultancy

 I have known Andrew for over 10 years. I have always found him professional and pragmatic with his advice – whether I have been recruiting, developing a proposition at a larger firm or starting my own business. He is generous with his extensive network and his deep experience make him a valuable partner. It has reached the stage where I think first about how I can involve Andrew with something, rather than what I need him for! 

Toby Barklem
Chartered Financial Planner & Principal - Minos Wealth Planning

 I have known Andrew for circa 10 years as a senior account manager at Standard Life and more latterly a director of his consulting business AGF. As anyone that knows Andrew well will tell you, he is the stand out consummate professional. His client centricity and his skill and his attention to detail within is highly admirable. Working alongside him many years of experience will reassure you, you are in safe hands. The energy to which Andrew has always approached business matters is an indication of his continual motivation and drive. he simply wont let you down. 

Adam Hughes

 I have worked with Andrew over a number of projects and have been impressed with his results, conscientiousness, commitment and enthusiasm. His knowledge, insight and connections are invaluable and will most definitely work with him again. 

Mark Evans

 I have been working with Andrew as a “third party provider” for both Paraplanning Services and compliance and file checking for over 6 years now and he has been an excellent introducer for me to many new clients.  Andrew’s knowledge and years of experience in the industry is excellent and the contacts he has made along the way has helped so many people, being able to match the right person to the right firm.  I am extremely grateful to be able to work alongside Andrew and help his growing network as well as enhance his business proposition to all and would certainly recommend him to anyone for that initial discussion, as no matter what the issue is he will definitely find a solution! 

Claire Hide DipFA
Freedom Paraplanning Services Ltd

 Although Andrew is an external consultant he is so aligned with our goals, objectives and wanting us to succeed it feels like he is part of our core internal team. Andrew has played a significant role in helping us identify and establish relationships with new business partners and creating valuable opportunities for growth. Beyond introducing potential partners, Andrew has consistently brought fresh ideas, innovative concepts, and strategic connections that have helped strengthen and expand our business. His ability to understand our objectives, connect us with the right people, and challenge us to think differently has delivered tangible benefits and contributed to our ongoing success. 

Jason and Anthony Howard
Directors - Insight IFA
  

get in touch

  • The Orchards, Silver Street, Burwell, Cambridge, CB25 0EF

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