Empowering Independent Accountants and Financial Advisors
One Point Advisory Services supports ‘Regional Champion’ Accountants and IFA’s who want to preserve their long-term independence as leading firms in their local market.
Driving Growth, Trust, and Excellence for SMEs
One Point serves more than 25,000 SME clients and manages over £2bn of client money through Galloways, Mitchell Charlesworth, Pierce and Pembroke. All of them leading accounting and IFA firms in their region.
Each of our Regional Champions shares the ambition to be the largest, fastest growing and happiest SME focused accounting or IFA firm in the locality.
Unlocking the Future with Lasting Commitment
One Point is one of the longest standing investors in the accounting and IFA industries, having supported its Regional Champions since 2018.
Our long-term, stewardship-based approach is designed to mirror that of the pre-existing partnership. We offer capital value to existing or retiring partners, but also bring the benefits of long term growth and investment decisions. We remove the barriers to investment that the partnership model can create.
Growing Talent to Become Leading Local Advisors
Attracting and retaining the best people is the key to long term growth and client satisfaction. One Point supports its Regional Champion firms to invest in the recruitment and development of staff, and to create opportunities and promotions for all team members.
We have no interest in building a national firm. We are firm believers that the majority of SME clients do not care about global or national resource – they want to work with their leading local firm, with One Point of contact locally who can support all of their business advisory and financial advisory needs.
One Point helps to maintain a local ownership model, unlocking capital value for existing partners, supporting succession and enabling equity incentivisation for newer partners and the partners of the future.
One Point provides a long term, stable ownership model for Regional Champions.
Mitchell Charlesworth is the fastest growing Accounting Services firm in the North West
Galloways is the leading Sussex based independent Accounting Services firm
Pembroke is a leading Independent Financial Adviser (IFA) based in East Sussex
Pierce is the Regional Champion in Blackburn and Bolton, growing rapidly throughout Lancashire
Shape the next decade of your firm
Whether you're strategising your firm's next decade or seeking guidance, our comprehensive partner letter addresses industry challenges, opportunities, and the path forward for regional firms like yours.