About Us

Founded in 2008, the Third Financial Group is one of the fastest growing and most innovative software and platform service providers in Wealth and Investment Management.

Our award-winning Tercero Wealth software is used by more than 1000 industry professionals and over 50 Investment and Wealth firms to manage over £40bn of assets.

Tercero Cloud is our next-generation platform service for firms choosing to outsource middle and back office operations.

Our Investment and Wealth Management Software and platform services are made available with Tercero Digital, our client-facing portal that allows you to offer your clients a rich online user experience.

With our technological expertise and deep market insight, we are uniquely placed to provide you with the very best Investment Management Software and platform solutions, bespoke to your needs.

We support the entire market, from start-up companies through to established Investment Managers.

Meet The Team

CHIEF EXECUTIVE, THIRD FINANCIAL GROUP
Stewart Foster

Stewart has 20 years’ experience in the UK Financial Services Industry. He spent his early career at JP Morgan on their FX Option trading floor, before spending nearly 10 years at software house, Financial Objects Plc.

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CHIEF EXECUTIVE, THIRD PLATFORM SERVICES
Ian Partington

Ian has 25 years’ experience in Financial Services. Prior to leading the development of our Back Office software capabilities, Ian designed and built an entirely web-based trading, custody and portfolio management software system, obtained FCA authorisation and administered £2bn of assets before selling the business to Credit Suisse.

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MANAGING DIRECTOR, THIRD FINANCIAL SOFTWARE
Ricky Ali

Ricky has been working within Financial Services for over 10 years and has held a number of senior positions at both Wealth Management and technology companies. Ricky is a PRINCE 2 Practitioner and Associate of the CISI.

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FOUNDING DIRECTOR, THIRD FINANCIAL GROUP
Pete Caddick

Pete has almost 35 years’ experience in the Financial IT industry and has broad domain knowledge of investment management, in particular institutional portfolio management and private banking. Pete is known as one of the top investment management application architects in the UK, and has considerable experience in providing strategic consultancy.

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CHIEF OPERATING OFFICER, THIRD FINANCIAL SOFTWARE
James Waterman

James has 8 years’ experience in the financial services sector. He started his career with Brooks Macdonald Asset Management working in the Project Delivery team where he played a key role in strategic projects that included a number of acquisitions, large software upgrades, new third-party service offerings and an operating model change.

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FINANCIAL CONTROLLER, THIRD FINANCIAL GROUP
Shailan Shah

Shailan has over 12 years’ experience in the financial accounting sector. His career began as a senior accountant and qualified whilst working at Spiro Bentley. He then moved on to CC Young where he looked after some famous musicians before joining Third Financial in 2011.

Read More

Meet The Team

CHIEF EXECUTIVE, THIRD FINANCIAL GROUP
Stewart Foster

Stewart has 20 years’ experience in the UK Financial Services Industry. He spent his early career at JP Morgan on their FX Option trading floor, before spending nearly 10 years at software house, Financial Objects Plc.

Read More

CHIEF EXECUTIVE, THIRD PLATFORM SERVICES
Ian Partington

Ian has 25 years’ experience in Financial Services. Prior to leading the development of our Back Office software capabilities, Ian designed and built an entirely web-based trading, custody and portfolio management software system, obtained FCA authorisation and administered £2bn of assets before selling the business to Credit Suisse.

Read More

MANAGING DIRECTOR, THIRD FINANCIAL SOFTWARE
Ricky Ali

Ricky has been working within Financial Services for over 10 years and has held a number of senior positions at both Wealth Management and technology companies. Ricky is a PRINCE 2 Practitioner and Associate of the CISI.

Read More

FOUNDING DIRECTOR, THIRD FINANCIAL GROUP
Pete Caddick

Pete has almost 35 years’ experience in the Financial IT industry and has broad domain knowledge of investment management, in particular institutional portfolio management and private banking. Pete is known as one of the top investment management application architects in the UK, and has considerable experience in providing strategic consultancy.

Read More

CHIEF OPERATING OFFICER, THIRD FINANCIAL SOFTWARE
James Waterman

James has 8 years’ experience in the financial services sector. He started his career with Brooks Macdonald Asset Management working in the Project Delivery team where he played a key role in strategic projects that included a number of acquisitions, large software upgrades, new third-party service offerings and an operating model change.

Read More

FINANCIAL CONTROLLER, THIRD FINANCIAL GROUP
Shailan Shah

Shailan has over 12 years’ experience in the financial accounting sector. His career began as a senior accountant and qualified whilst working at Spiro Bentley. He then moved on to CC Young where he looked after some famous musicians before joining Third Financial in 2011.

Read More