Expert Wealth & Investment Management Consultancy

Expert Wealth & Investment Management Consultancy

We Solve Together

Solve are proud to partner with Owen James for the Wealth Manager briefing events

CEO – COO – CFO – Philanthropy

Our Services

Advisory

Expert guidance to streamline wealth management, offering strategic insights for smarter decisions.

M&A

Supporting firms going through transformational change, either through consolidation in the sector or through technology re-platforming.

Transformation & Change

Solve drives efficient wealth management transformations. Expertly tailored, seamlessly integrated.

Systems & Vendor Selection

Stay ahead in the rapidly evolving tech landscape; we help you find the right system partner for your business.

Product & Proposition

Sharpen your business proposition with our expertise, aligning with goals and the changing client/regulatory landscape.

Research

Access our thought leadership and insight from experienced SMEs to input into your strategy or help assess market opportunities.

Meet The Team

Dave Mason
Dave Mason

Chief Executive Officer

Becky Colegrave
Becky Colegrave

Director

Mark Elliott
Mark Elliott

Director

Farzana Khalil
Farzana Khalil

Director

Karl Cranswick
Karl Cranswick

Director

Blake Walton

Senior Consultant

Gilly Green
Gilly Green

Business Advisor to Solve Partners

Donald Reid
Donald Reid

Founder & NED