We tailor support at no extra cost so that advisers can spend their time with clients rather than at their desk.
We are committed to being independent financial advisers for the long term to ensure we have access to all the products and fund types that our clients may need. Whilst we have our own Centralised Investment Proposition this is purely to help advisers with guidance on choice and research options.
Our advisers have access to all provider platforms, and thanks to our business volumes we are often able to arrange reduced pricing to give advisers the most competitive options to clients.
Buy out guarantee
We offer a minimum buyout of 3 times ongoing fees. Building a quality business and client base is complex, and we will pay higher amounts for above-average business.
However, you have peace of mind to know that you will always have this contracted minimum payment option. This also applies on death, and we pay your estate in this instance. Remember, this is your business and your clients, so if you can get a better deal in the open marketplace, it is yours to accept.
Self employed adviser package
We offer a 70/30 split to the adviser on the first £200k of revenue and then 80/20 when revenue exceeds this amount. A £300 monthly fee covers the cost of all software licences and stationery including business cards, headed paper etc.