23 November 2023
For some financial advice businesses, being directly authorised by the FCA is the right option. But if the balance is off and too much time is being spent on compliance matters, it may be wise to look at other routes.
If you join us, you’ll be fully supported through all your regulatory requirements, so you can focus on giving your clients the attention they deserve. And with paraplanning and other business support services all under one roof, we can make sure you enjoy the same seamless transition we’ve provided for dozens of advisers just like you.
How we help
Submitting paperwork to the FCA
Creating a plan
Setting up agencies
Moving clients over
You need to know whether we’d be the right fit for you, so don’t just take our word for it. Here's what some of our adviser partners have to say about their experience with us.
of our members would recommend us to other advisers.
supportive of helping you provide independent advice.
here to help you develop your business.
If now’s the time for a change, we’d love to hear from you.
Simply complete your details and we’ll arrange an initial chat to learn more about you and explain how we might be able to help.