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IFA - Equity Partner - 170 IFA's have already joined! - National Busin - Surrey, United Kingdom,


If you could build the ideal IFA proposition what would it look like?

Mine would look very much like this:

Be a business owner and control your future (self employed RI or AR Ltd co.)

Low cost and value for money (the adviser keeps 90.5% - regulatory costs will apply)

Fully guaranteed advice (no PII excess)

Genuinely independent (no commercial ties to any platform and/or provider)

Full client ownership at all times

Freedom to charge how and what you choose (within decency limits)

Equity in the business

A highly professional Mifid II service proposition delivered on your behalf (exceptional annual review pack, client marketing, market wide live valuation client portal

Adviser designed technology

Platform cost of only 0.2% (or use any other platform of your choice)

Well priced client solutions (passives at 0.14% - actives at 0.7% - 0.9%)

No requirement to dis-invest or re-platform your clients on joining or at any other point

Exit strategy (again with no requirement to dis-invest or re-platform clients)

In house business coaching and development support

Learning Academy (free exam support through to Chartered status)

Your own website

Weekly income payments

Adult approach to compliance (no blanket approach and no petty case fails)

Outsourced DB Transfer service

Have I missed anything?!

This is the best IFA proposition I have ever seen bar none.

If you are a CF30 Financial Adviser holding CAS status you should be considering this opportunity as a home for your business and clients, you wont regret it!