Paternership Programme

Empowering accounting firms

Credo’s Partnership Programme empowers accounting firms to build wealth management businesses with confidence and a credible partner.

Through this programme, accountants gain access to Credo’s integrated capabilities across wealth, asset management, and stockbroking, supported by institutional knowledge and an experienced investment team.

With over 250 accountant partners around the world, our programme brings scale, insight, and proven delivery to partners, making it the most attractive network of its kind.

Wild Dog Capital

Partnerships structure

Partnerships Structure

A full range of wealth management solutions

Services

  • Retirement Planning
  • Estate Planning
  • Tax-efficiency
  • Mortgage Broking
  • Protection
  • Wealth Structuring

Products

  • Share Portfolios
  • UCITs and ETFs
  • Structured Notes
  • Alternatives

Investments

  • ISAs
  • SIPPs
  • Investment Accounts
  • Wrappers (Onshore/Offshore)
  • QROPs

Meet our team

Matt Norwood-Young Matt Norwood-Young Strategic Business Development

Matt heads Strategic Business Development within the group’s Partnership Programme.

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Lara Meyer Lara Meyer Business Development

Lara heads Business Development within the group’s Partnership Programme.

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Need more information?

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