Company Performance Metrics
- David O'Hara: Co-Founder and Director
- Paul Heath: Co-Founder and Director
Corbel Partners provides compliance, paraplanning, administrative, training, exit planning, and network support services for independent financial advisers. It offers helpdesk support for regulatory duties, file checks, marketing approvals, and access to software tools to streamline operations. The company offers paraplanning on usage-based billing
that covers pension transfers, research, and suitability reports. Advisers also receive administrative assistance, including new-business processing and provider liaison. Additionally, it facilitates adviser transitions, from launching a new firm to selling a practice, by managing FCA authorization, client transfers, marketing setup, and exit planning. The organization ensures advisers retain independence, market access, and control while offering a path to exit through its buyout proposition.
