You have the professional qualifications and you have the experience. You also have the drive but you’re not quite sure if you are ready to start up on your own. As this diagram demonstrates, it can be a daunting task without the backing of a large organisation behind you.

We can help in a variety of ways:-

• A place to work from
• Admin Support
• Regulatory costs minimised
• Lead Generation
• IT training & support
• Whole of Market mortgage proposition
• T & C Scheme
• Finding Introducers
• Client bank
• Recruiting additional Advisers
• Sales Training
• Full support if migrating to financial planner status