The Growth Partner for Financial Advisers

Help your advisory firm win more clients, increase recurring revenue and access exclusive investment solutions.

Grow faster with adviser-focused lead generation, exclusive investment opportunities, professional risk analysis and industry-leading remuneration arrangements.

Everything you need to grow a more valuable advisory business.

👥
Win More Clients
Adviser-focused lead generation that keeps your diary full.
💰
Increase Recurring Revenue
Grow ongoing income without increasing your workload.
🔓
Exclusive Investment Access
Opportunities your clients can't get through their bank.
🌐
Global Specialist Expertise
Rigorous due diligence and multi-language support.
17+
Countries
2,679+
Advisers Partnered With
279K+
Qualified Introductions
42K+
Business Meetings Facilitated
12+
Years of Experience

Why Advisers Choose GAP

Built around your growth, not just our products

✓
Exclusive investment opportunities
✓
Free lead generation support
✓
Higher commissions than going direct
✓
Independent risk assessment
✓
Adviser-focused marketing support
✓
Global specialist expertise
✓
Fast onboarding
✓
Dedicated relationship support
Financial adviser at work
$299
Fully managed lead acquisition
12+
Years of experience
Fixed
Rate investments
Top
Tier products

Welcome

Welcome to Gladstone Associates Provident (GAP)

Founded in 2012, GAP specialises in providing small to medium (SME) firms with access to premium fixed rate investment funds and growth/expansion tools. Where Independent Financial Advisers (IFAs) find the best investment funds for their clients' portfolios.

Our expertise and economies of scale ensure you receive the best possible deals and support, making us your trusted partner in investment solutions. We understand the importance of providing robust, fixed-rate investments that give your clients peace of mind while enhancing your earnings.

"

Our commitment to quality and efficiency means you can focus on building client relationships.

Confident in the knowledge that you have access to top-tier investment products and unmatched support.

What We Do

How we help you grow your business

A complete ecosystem of investment solutions, lead generation and support — built specifically for financial advisers.

🏦
Offer Clients Investment Opportunities They Can't Access Through Their Bank
Give your clients access to high-quality fixed-rate investment funds and exclusive opportunities that set your advice apart.
🎯
Keep Your Diary Full of Qualified Prospect Meetings
Our complimentary lead generation service, from $299/month, delivers a steady flow of qualified prospects so you can focus on advising.
💰
Increase Ongoing Revenue Without Increasing Your Workload
By leveraging our economies of scale, you receive industry-leading remuneration on every product you place — more income, same effort.
Investment analysis
Next Step
Discover how GAP can transform your advisory business
Book a Meeting

Turn Existing Clients Into More Referrals

ReferralsMagic

Your happiest clients are your best source of new business — if you have a system to ask. ReferralsMagic turns satisfied clients into a consistent, predictable flow of warm introductions.

→Generate more client introductions
→Request referrals consistently
→Create referral campaigns
→Increase revenue from existing clients
Try ReferralsMagic for Free
ReferralsMagic logo
Lean Green Lead Machine logo

Automate Adviser Lead Generation Through LinkedIn

Lean Green Lead Machine

A predictable flow of qualified introductions to high-net-worth individuals — executives, business owners and expats — through a proven, automated LinkedIn methodology. No more feast-and-famine cycles.

→Build targeted prospect lists
→Automate outreach
→Generate appointments
→Maintain a consistent pipeline
Learn How LGLM Works

More About GAP

Built around your success

🏢
Company Services
Gladstone Associates Provident is a professional financial services firm focused on providing access to products that offer attractive and sustainable returns to our business partners.
👥
Benefits for Customers
We provide specialist lead generation tools to our customers, recognising that acquiring new customers is critical to the success of your business.
📊
Investment Solutions
If you are looking for an investment platform that offers a variety of options, including fixed income solutions, Gladstone Associates Provident has the ideal solution for you.

Investment Products

Solutions for every objective

A comprehensive range of fixed-rate and bespoke investment products, designed to meet a wide variety of client goals.

Regulated Investment Platform
Buying bonds is as easy as investing in the equity market. Trade online through our regulated platform with full transparency and streamlined access.
Investment Funds
A broader selection of investment opportunities, greater management expertise and lower fees than investors might obtain on their own.
Fixed Income
Loan Notes and corporate bonds offering high levels of security coupled with attractive fixed interest returns over defined terms.
ETF Managed Portfolios
Institutional-quality portfolio management through a transparent, cost-efficient structure, led by award-winning fund managers.
Private Banking Style Service
Sophisticated, data-driven strategies rarely available outside private banking — with full transparency and performance-aligned fees.
Structured Notes
Bespoke debt securities whose return is based on equity indexes, a single equity, a basket of equities, interest rates, commodities or foreign currencies.

Coming Soon

Business Acquisition Solution

Business owners can potentially realise up to 4x recurring revenue through a combination of Cogent platform solutions, ETFs and securitisation funds. Full details will be introduced in due course.

4x
Recurring revenue
potential

Sourcing structured notes and investment solutions from leading institutions

Maverix BBVA Marex Barclays Santander

Adviser Success Stories

Real results for real advisers

See how advisers have grown their businesses by partnering with GAP — from expanding assets under management to building a consistent pipeline of new clients.

Zully Torres, Compliance Manager

Rigorous Due Diligence

Every opportunity, thoroughly vetted

When you recommend an investment to your client, your reputation is on the line. That's why every asset in our portfolio is scrutinised by our Compliance Manager and Certified Accountant, Zully Torres, before it ever reaches you.

🔍
Rigorous financial & legal review
Detailed vertical and horizontal analysis of every asset's legal, financial and operational standing.
🛡️
Risk classification & mitigation
Structured portfolio classification and internal risk identification to protect you and your clients.
📊
Strategic reporting for advisers
Relevant, timely insights that give you the tools to make informed decisions and uphold client trust.

What Our Clients Say

Trusted by advisers
around the world.

Founded in 2012, GAP specialises in providing small to medium (SME) firms with access to premium fixed rate investment funds and growth/expansion tools.

"

Client recommendations from LinkedIn are being added here shortly. Check back soon to read what advisers say about working with GAP.

Coming soon
Verified LinkedIn recommendations

Free Adviser Resources

Guides to help you win more clients

Practical, no-fluff resources you can download for free and put to work in your business today.

Your Growth Strategy Starts Here

Book your free
adviser growth strategy call

In 30 minutes we'll show you how GAP can help you win more clients, increase recurring revenue and access investment solutions your competitors can't offer.

Sign up to our latest news

Receive the latest investment opportunities and market updates.