Recently joined

Your money has not moved. Your plan has not changed.

If your planner’s firm has recently joined Absolute, you will have had a letter. This page answers what usually comes next.

Recently joined

Your money has not moved. Your plan has not changed.

If your planner’s firm has recently joined Absolute, you will have had a letter. This page answers what usually comes next.

Recently joined

Your money has not moved. Your plan has not changed.

If your planner’s firm has recently joined Absolute, you will have had a letter. This page answers what usually comes next.

There is nothing you need to do.

There is nothing you need to do.

These four things are true whichever letter you received. If you read nothing else here, read these.

These four things are true whichever letter you received. If you read nothing else here, read these.

Your plans are unchanged

Your financial plans and investments stay exactly as they were.

No action is required by you

There is no form to complete and nothing to sign.

Your accounts transfer to Absolute

A regulatory step. It happens in the background.

Your provider may write to you

A notification confirming the change. It is expected.

Our Chief Executive

Meet David Carter.

Meet David Carter.

David runs Absolute. This is him on who we are and what your firm joining us means for you, if you would rather hear it than read it.

David runs Absolute. This is him on who we are and what your firm joining us means for you, if you would rather hear it than read it.

Your letter

Which letter did you get?

Which letter did you get?

Three things depend on the arrangement your firm made. Choose the line that matches your letter.

Three things depend on the arrangement your firm made. Choose the line that matches your letter.

Choose one above and we will show what applies to you.

What stays the same.

What stays the same.

The letters set this out, and it holds whichever arrangement your firm made.

The letters set this out, and it holds whichever arrangement your firm made.

Your financial plans and investments

Independent, whole of market advice

Ongoing advice and support, in the way you are used to

Your money, held where it always was, with the same providers

A long-term relationship as the priority

A family sitting on a blanket in woodland, a child throwing autumn leaves

A clearer picture

What changes.

What changes.

Less than you might expect. Three administrative changes, and one that adds to what your planner can do for you.

Less than you might expect. Three administrative changes, and one that adds to what your planner can do for you.

Your accounts move to Absolute

A regulatory requirement, and nothing for you to action.

Your provider may write to you

A letter confirming the change. It needs nothing from you.

The paperwork moves

Administration moves to our central teams, so your planner spends more time with clients.

Your planner has specialists behind them.

Expertise they can call on whenever your plan needs it. You still deal with the same person, in the same office.

Expertise they can call on whenever your plan needs it. You still deal with the same person, in the same office.

Expertise they can call on whenever your plan needs it. You still deal with the same person, in the same office.

Research and paraplanning

Investment governance

Technical and compliance

In practice

Firms that joined before yours.

Firms that joined before yours.

Their offices are open, with the same local teams in them. This is what the change looks like a year or two on.

Their offices are open, with the same local teams in them. This is what the change looks like a year or two on.

A hillside ridge under a soft dawn sky, standing in for a photograph with a sense of place

About us

Who we are.

Who we are.

Absolute is an independent financial planning firm. Your planner’s firm joined us because we look after clients the way they always have.

Absolute is an independent financial planning firm. Your planner’s firm joined us because we look after clients the way they always have.

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households in our care

£0.00bn+
£0.00bn+
£0.00bn+

trusted to us by those households

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years looking after our clients

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people, in offices across the UK

401135

Search this number on the FCA Register.

Our firm reference number. Anyone can look it up, and we would rather you did.

Absolute Financial Management is authorised and regulated by the Financial Conduct Authority.

Figures as at 28 July 2026.

Questions people ask us.

Questions people ask us.

No. No action is required by you. If you would like to speak to someone before your next meeting, your planner is there.

Quiet sunlit room with two chairs and a small table

Get in touch

Talk to your planner.

They know your situation, and they are still the right person to ask. If you would rather speak to us directly, we are here too.

Quiet sunlit room with two chairs and a small table

Get in touch

Talk to your planner.

They know your situation, and they are still the right person to ask. If you would rather speak to us directly, we are here too.

Quiet sunlit room with two chairs and a small table

Get in touch

Talk to your planner.

They know your situation, and they are still the right person to ask. If you would rather speak to us directly, we are here too.

Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.

Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.

Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.