About

The business was founded by brothers Simon and Martin Andrews in 2006. Simon a systems and data analyst and Martin, founder of a directly regulated IFA & Wealth Management practice.

Simon Andrews is the person responsible for the day-to-day operational side of the business, looking at updates and improvements and liaising with staff over queries. Simon’s background in logistics provides a solid understanding of margins and what is necessary to make a business tick. In his freetime Simon likes to walk around a golf course carrying a set of clubs and sometimes even plays golf!

Martin Andrews has been an IFA since the mid 80’s, establishing his own business in 1996. His firm is medium sized with assets under management exceeding £100m. He has two business partners and 5 staff. Martin is an active member of Chislehurst Golf Club and can actually play golf to a reasonable standard!

The primary aim was to develop a back-office database system for Martin’s business that would firstly allow him to clearly identify profitability down to client level and secondly to dispense with some of the onerous data capture required by some of the existing systems on the market.

Freedom was launched in June 2007 and has been enhanced with regular updates ever since. Unique elements are:

  • It has been designed and built by a successful IFA currently in practise.
  • It is aimed at smaller firms of up to 15 advisers although very competitively priced for much smaller firms.
  • It is licenced on a flat fee per firm rather than per user.
  • Simple RMAR reporting.
  • Access to the systems engineer himself (Simon).

Over 20 firms have now used our system.

Although we have focussed on providing a packaged product for IFA businesses, we have been involved in a number of other projects and can provide bespoke solutions for other businesses.

Get your business where you want it to be..

Focused on providing a packaged product for IFA businesses, we have been involved in a number of other projects and can provide bespoke solutions for other businesses.

REVIEWS