23 November 2023
There are many advantages to starting your own firm, including greater autonomy and financial independence. But there’s a lot to think about, from your initial authorisation to developing processes, moving existing clients over and finding new ones.
Working with us means you’ll benefit from our expert support. Since opening our doors in 2005, we’ve helped dozens of financial advisers set up their own fully independent business.
Unlike some networks, we offer compliance and paraplanning support all under one roof, amongst other services. And with those worries taken care of, you can focus on making your new venture the success it deserves to be.
How we help
Submitting paperwork to the FCA
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.