Building, Servicing and Succession Planning. Support for everyone.

Incorporated in 2005 this multi award winning firm now have Advisors throughout the UK and manage a large and diverse portfolio with over £2bn Assets Under Management.

Watch the video to find out more about: Awards & Recognition, Common Sense Compliance, Independence, Paraplanning Support, Keeping You Up To Date, Access To Senior People, Having Everything Under One Roof.

Below are some of the key benefits that advisors have access to. If you're building your business, servicing your existing clients or planning your own exit strategy, this will be a great home for you and your clients.

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5 things that Advisors look for when moving:
  1. Independence
  2. Support 
  3. A straightforward buyout 
  4. Personal service 
  5. Good software
Total Independence:

Your clients are not forced into in-house products or investment solutions. You have the freedom to choose any product and any provider. Additionally, they hold full advice permissions, ensuring you have complete flexibility.

Support Provided:

Sales support administration
✓ Bespoke onboarding system
✓ Plan information gathering service
✓ Paraplanning service
✓ Compliance support
✓ Research package & Investment proposition
✓ Training & Development (CPD, Individual, group, workshops, exams to Chartered Status)
✓ Technical support
✓ Corporate advice package
✓ Template website, newsletters, and Social Media package

Buyout/Succession Planning:

You’ll have 3 options. 

  1. The company will purchase your client bank and hire an employed advisor to service your clients.
  2. Funding support should you wish to sell your clients to an advisor within the group.
  3. As you own your clients you’re more than welcome to take your business to the open market. 
Back office support:

With 24 employed Paraplanners, they have a dedicated and growing team to support your needs. The information gathering service in paraplanning is free with only paraplanning work being charged out at a rate of £22 +VAT per hour, calculated by the minute. 

On average, across all case types, the time taken is 3 hours. It’s worth noting that this cost is only charged if you choose to use this service. 

Retention rates based on turnover:

£0 – £150,000 – 80%
£150,000 – £200,000 – 85%
£200,000+ – 90%

Advisor Numbers:

Number of AR’s: 54
Number of Advisors: 140

Get in touch today and we will help you find success and growth as a Financial Advisor.
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The quality of candidates. The ability to manage their fee across a period of time. The ongoing banter from Lewis

AshleyManaging Director

AG took the time to understand our business, the vacant roles and the character of person we were looking to employ. Using their extensive database and contacts within the market they were able to bring a shortlist of candidates to us

SimonManaging Director

Antony George has been a Strategic partner for a number of years now, this allows them to become an extension of our business. Working with them on a retainer basis allows us to manage costs and have a streamline process to fulfil our recruitment needs.

LouiseOperations Director

They have made it time and cost effective to recruit and also given a sense of security that a candidate, and the right candidate will be found.

MarkDirector