About The Forge Partnership
We build trust for financial brands.
A strategic growth partner for UK financial firms. We create the brand, marketing and commercial infrastructure that makes growth deliberate. A specialist team, a proprietary intelligence platform, and one coordinated programme — built exclusively to turn financial firms into leaders of their niche.
Our focus
Specialists, not generalists.
From insurance and accountancy to investment management and fintech, we work across the full spectrum of financial services, so we understand FCA supervision, Consumer Duty, compliance obligations, and how enterprise value is built and trust is won in your sector, without needing it explained.
We are a team of specialists across strategy, marketing, creative, product, web and customer experience, with one shared goal: measurable growth for the firms we work with. Every decision and deliverable traces back to what actually matters — higher-value clients, stronger margins, increased market share and sustainable commercial growth.
The team
Decades of experience. Across every discipline.
Every client project is led by a partner — ensuring senior judgement is applied at every stage, not just at the start. The same specialists who shape your strategy lead its delivery, bringing decades of combined financial services experience to every decision that matters.
Ben Summers
Growth Strategy PartnerA Chartered Marketer with strategic and operational expertise. Ben leads brand and communications, helping the firms we work with sharpen their positioning, build market visibility, and win better-fit clients.
With 15+ years across SME through to global financial brands, Ben brings deep judgement on positioning, channel strategy and message — how a financial firm earns the attention of the clients and investors it actually wants.
James Montgomery
Technology PartnerAn accomplished developer with a proven track record of delivering stand-out websites and digital products. James leads our development services and is adept at managing the full breadth of client requirements, from complex international projects to elegant financial websites.
With a background in financial services, James is a rigorous advocate for security, leading our ISO 27001 accreditation. He makes sure every engagement is delivered accountably and securely.
James is also the author of Intently Human, a working playbook for AI-augmented teams: how to keep judgement, craft and accountability in the loop as the tools change underneath us.
Martin Jewiss
Experience PartnerWith a focus on customers, products and business value, Martin leads our Customer and User Experience services. He helps our clients optimise the value from their digital products and services, maximise returns from their customer acquisition investments, and find novel solutions to complex business challenges.
Martin has extensive experience in customer-centred, lean and agile methods, customer and user experience design, product and service design, and brand strategy.
We wrote the book on the human competitive edge.
Written by our director James Montgomery, Intently Human is the definitive guide for financial professionals navigating the age of AI. In a sector where every firm will have access to the same AI, your competitive edge will come down to one thing: the human behind it. Read Intently Human to find out how to build it.
Read Intently Human →Trust & security
Financial-grade security, by design.
As financial sector specialists, we take trust and security seriously. Our organisation is ISO 27001 certified. This provides our clients with peace of mind that their corporate and client information, data and security threats are managed effectively throughout the course of any project.
Our ethos
The principles behind every client engagement.
How every engagement runs, regardless of sector or scale.
Evidence over opinion
Every recommendation traces back to the data. EdgeIQ's proprietary market intelligence, built on 500+ observable signals. We execute the strategies the data says will move your position, not the ones that sound good in a meeting.
Push boundaries
We challenge conventional thinking about how financial firms grow, and constantly seek new ways to build competitive advantage for the clients we work with.
Accountable to outcomes
We answer to commercial outcomes: recurring revenue, pipeline predictability, and the enterprise value a buyer prices in EBITDA multiples. Never impressions or follower counts.
True partners
We operate as a strategic partner, not an outsourced function you brief and forget. An extension of your team, invested and accountable to the same commercial goals.
Talk to us
Discuss a project, an idea or just get some advice.
No obligation, no agenda. Just an honest conversation about your firm.