About the Index

Independent intelligence on structural adviser mobility risk.

Jon Montgomery, Founder — Atlas Intelligence
About the Founder

Jon Montgomery

Jon Montgomery is the founder of Atlas Intelligence, a continuity-risk intelligence platform focused on the UK wealth management sector. Before building Atlas, Jon spent more than twenty years working as a financial adviser and business owner inside the industry, including living through acquisitions firsthand and ultimately selling his own advisory business to True Potential.

Following a move into adviser recruitment and M&A-related talent work, Jon repeatedly observed the same pattern across acquisitive wealth firms: adviser instability and client-bank movement rarely appeared at the point of acquisition, but often emerged 12–24 months later once integration pressures began to build.

Atlas was developed to quantify those patterns earlier. Combining FCA Register analysis, behavioural intelligence, and live market signals, Atlas helps private equity firms, consolidators, and wealth-management operators identify continuity pressure, earnings durability risk, and adviser mobility exposure before it becomes visible in reported numbers.

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What Atlas Is

A data intelligence index. Not a recruitment firm.

Atlas Intelligence is an independent market intelligence index analysing structural adviser mobility risk across wealth management firms.

It is not a recruitment firm. It is not a talent sourcing platform.

It provides leadership teams and investors with early visibility of adviser population instability following acquisitions, ownership transitions and strategic change — before that instability registers in headcount data, client retention metrics or board reporting.

Scoring Framework

Atlas models adviser mobility risk using a structured scoring framework.

01

Tenure positioning

Relative to acquisition events and ownership transitions. Post-deal tenure thresholds are the most reliable leading indicator of departure intent.

02

Historical mobility behaviour

Career movement patterns mapped from regulatory data. Prior mobility frequency and trajectory are strong predictors of future movement.

03

Firm-level dynamics

Integration programmes, ownership cycles and competitive density signals. Firm context shapes individual risk at the population level.

04

Career plateau indicators

Progression stalling signals that precede departure decisions. Role and regulatory status stagnation are measurable precursors to exploratory behaviour.

05

Competitive density signals

Hiring activity and market positioning of competing firms. Regional competitive intensity amplifies individual mobility risk across adviser populations.

06

Proprietary signal layer

Qualitative behavioural intelligence from specialist market engagement, capturing sentiment shifts and emerging mobility intent not visible in public data.

Validation

Back-tested regularly across different deal types and M&A activity patterns. Consistent timing differentials and cohort clustering observed across multiple post-acquisition populations.

Data Sources

Three integrated intelligence layers.

Atlas Intelligence maps regulatory career histories across the UK advice market using FCA Register data, enriched with active market signal monitoring and proprietary behavioural intelligence derived from structured adviser conversations conducted through AMC Group's specialist market practice.

01

Regulatory Career Data

Longitudinal mapping of adviser career movements and firm affiliations derived from FCA Register records, providing structural visibility of workforce stability trends across the advice sector.

02

Professional Market Signals

Ongoing monitoring of publicly observable career activity, firm announcements and network-level movement indicators across the regulated advice market.

03

Behavioural Conversation Intelligence

Structured qualitative insight gathered through specialist market engagement across the adviser community via AMC Group. This proprietary signal layer captures sentiment shifts and emerging mobility intent not visible in public data assets.

Proprietary Indices

Two complementary scoring systems.

Proprietary Index

Adviser Mobility Score™

Individual-level scoring (0–100) assessing the probability of adviser departure within a 12-month window, across six weighted signal components. AMS provides the granular adviser-level visibility that enables targeted risk monitoring and early intervention.

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Proprietary Index

Firm Vulnerability Index™

Firm-level composite score reflecting overall workforce departure risk, derived from the aggregated AMS™ population and structural firm intelligence. FVI enables board-level and investor-grade monitoring of post-acquisition population risk.

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AMS™ and FVI™ are proprietary scoring systems of Atlas Intelligence. Scoring model: Atlas V1.1. Atlas Intelligence forms part of the AMC Group but operates as a standalone intelligence capability. All data is sourced from the FCA Individual Register (public). Processing under Legitimate Interests, Article 6(1)(f) UK GDPR.

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