27 November 2024
Are you...
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.
Being a registered individual in a larger business means you can concentrate on doing what you do best – advising your clients – with none of the distractions of running your own firm. But while that arrangement might suit you well, it doesn’t mean you need to stay at a firm which isn’t quite the right fit.
If you’re ready for a change, consider Arcus Wealth, our firm which forms part of the Corbel Partners network. To date, more than 35 financial advisers have found a happy home with us, enjoying all the advantages of being part of a networked team.
You can stay fully independent here too, while benefitting from help with compliance, paraplanning, and many other business support services all under one roof.
How we help
Submitting paperwork to the FCA
We’ll help you to navigate the maze of FCA authorisation. We’ll complete and submit the paperwork on your behalf, and do all we can to ensure it’s processed efficiently.
Creating a plan
The benefits of moving to an alternative firm can be significant, especially if it means you can remain independent. We’ll create and execute a plan to ensure that it’s a smooth change.
Setting up agencies
You need to make sure you have the right agencies set up with key providers. We’ll help you make sure that happens so there are no delays once you’re authorised.
Compliance documents
To make your life easy, we’ll provide you with templates for every document you need. That means you can focus on what’s important, not re-inventing the wheel.
Moving clients over
If you’ve got existing clients, we’ll help you move them over from your previous firm so your income starts as soon as possible after you’ve been authorised.
Marketing support
Once you’ve bedded in and moved any existing clients over, it’s probably time to look for new clients. We’ll provide marketing support to help you do that.
Hear from
our advisers
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.
0 %
of our members would recommend us to other advisers.
0 %
supportive of helping you provide independent advice.
0 %
here to help you develop your business.
Contact us
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.
