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Self-employed IFA

Financial Services
Financial Services
When we talk to self-employed advisers or AR firms about finding them a new home, we only suggest one firm.

We could introduce you to others we say. But go speak to who we have in mind. If you need to go anywhere else after that then fine.

Let's just say we never have to do that.

This Chartered IFA business delivers on it what it promises. It offers great splits on business (67% - 90%). It provides tailored packages to suit you and your business. It has a sizeable in-house paraplanning team. It has directors who are friendly, supportive and positive. People who will work with you to help you thrive.
They're also fair. Whilst there it a monthly desk charge it has stayed at £280 for years. And it only kicks in once you're bringing in enough business.
And don't just take our word for it. You can speak to those planners we have introduced to them and who are still there years and years later.
Or take the word of FT Adviser. After all this business is one of their top 10 firms in FT Adviser's Top 100 list for 2022.
Or what about their award for professional development at the Best Practice awards. This is for the work they've done in upskilling countless IFAs helped by their superb in-house training. Not bad eh?
If you're self-employed financial planner or an AR firm wanting more, get in touch. If you're employed and have a plan to go self-employed, do the same. You don't need a CV - any form of contact detail will do the job.
Location is anywhere. They're based in the North West of England but support planners UK wide.

After our discussion you'll be introduced to people who will tell you what they do (and don't). No hard sell. No chasing. Just grown ups discussing working in partnership.

But please bear in mind - they don't provide clients or leads. And they don't offer salaries or funding. They stick to what they're good at - just ask the FT.