Go self employed properly Clients belong to you Leads provided
There are two types of advisers this role suits perfectly.
• Advisers who are already self employed but want better splits, stronger support and clearer succession planning
• Employed advisers with a client following who want to go independent without taking unnecessary risk
This proposition provides the infrastructure, lead flow and long term security that makes that transition realistic.
The Commercials
• 70:30 split up to £200,000 recurring
• 80:20 split above £200,000
• Admin and paraplanning included as standard
• Compliance and file checking included
• No forced investment proposition
• Transparent fee structure
You keep the majority of the revenue you generate while plugging into a full advice infrastructure.
A genuine route into self-employment
For advisers currently employed, the biggest concerns tend to be:
• Losing support
• Losing lead flow
• Compliance responsibility
• Administration burden
This model solves those problems.
You retain the upside of self employment, but with a full operational machine behind you.
Leads and clients provided
A major focus for the business is helping advisers grow.
You will benefit from:
• Structured lead generation
• Dedicated new business support
• Marketing infrastructure
• Referrals through a wider professional network
• Support converting opportunities into clients
If you want to scale your book, there is a system behind you to help do it.
Full back-office support
All included as standard:
• Dedicated paraplanning team
• Client onboarding support
• Annual review team
• Compliance and file checking
• In house estate planning support
• Mortgage and equity release specialists
• Technical support
• CRM and IT support
• CPD and training systems
You spend your time advising clients, not writing reports or chasing paperwork.
Independence
• You own your clients
• You can leave with your clients
• No restrictions on funds, DFMs or platforms
• No requirement to use house portfolios
Many advisers use the in house investment solutions, but the choice is always yours.
Two features advisers particularly value:
Guaranteed buyout
A contracted minimum multiple of ongoing fees on qualifying clients at retirement or death.
Deferred income participation structure
A percentage of annual income allocated into a long term value pot
Withdrawable periodically
Paid out at retirement or death
This creates real long term value alongside annual earnings.
Who is this for?
• Advisers with a client bank or following
• Employed advisers considering independence
• Self employed advisers wanting stronger infrastructure
• Planners producing £100k+ recurring income
• Advisers thinking about building long term value in their business
Typically advisers join for one of three reasons:
• They want to keep more of the revenue they generate
• They want support without losing independence
• They want certainty around succession and exit value
This model provides all three.