Are you ready to take the next step?

Wherever you’re at in your journey as a financial adviser, you’ll find the support you need with us. Choose one of the options on this page to learn how we help advisers just like you to make the right move.

Are you...

Starting a
new firm?

You’ve been advising clients for at least two years, and now you want to take control of your future by starting your own firm....

Moving
network?

You already run a financial advice business, but you’re not getting what you need from your network....

Leaving direct authorisation?

You’ve got your own financial advice firm, but the burden of direct authorisation has become too much....

Leaving your current firm?

You’re an individual adviser and don’t want to start your own firm, but it’s time for a change....

Looking for a stepping stone?

Now’s not quite the right time to start your own business, but it’s in your future plans and you need help to achieve it....

Planning to remain independent?

You’re worried that your current firm will remove your independence and restrict how you advise clients....