26 April 2024
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.
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
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.
Business support
Setting up a new business can be a daunting prospect, especially if you’ve not done it before. We’ll be with you every step of the way to make sure you get off to a great start.
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 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.
