An IFA asks: "I want job security and a recurring income"

Story

It’s no secret that to avoid a dwindling client base, advisers need to ensure they are keeping up with the market.

Providing a valuable service that puts clients’ needs first is key to producing recurring income, and in-turn job security.

While smaller firms may be finding it increasingly difficult to afford costly third-party fees, many larger firms benefit from in-house expertise. Access to administrative, investment and technical support provides advisers with constantly updated information on economic trends and investments options, giving you more time to focus on your clients.

As well as size, gaining status as an independent financial adviser allows you to offer clients investment solutions from the whole of the market – putting your client’s needs at the forefront of your service means they are far more likely to stay with you. 

For many advisers, joining a larger firm offers a safe and stable option in a changing sector. Lead generation helps to build a sustainable client base, while access to compliance advice is useful for advisers who are worried about regulatory requirements.

If you feel as though you could benefit from becoming a part of a larger firm, please visit our become an IFA page, or get in touch and we’ll be happy to discuss any queries.

 

 

IFA News

Find all the latest IFA news, all written by our in-house industry experts.

Achieving Chartered status - here's what you need to know

Achieving Chartered status - here's what you need to know

Story 03/09/18

If you're looking to progress in your career, becoming a Chartered financial planner could be the next step for you. AFH's James Busby talks about his journey to achieving Chartered status, and what it takes to keep ahead of the game.

Read article
AFH boosts presence in Yorkshire

AFH boosts presence in Yorkshire

Story 28/08/18

AFH seals eleventh deal in 2017-18 as a team of 26 financial and mortgage advisers has joined AFH Group, taking the national firm’s funds under management to more than £3.5 billion.

Read article
AFH completes its 10th acquisition of the financial year

AFH completes its 10th acquisition of the financial year

Story 23/08/18

AFH seals tenth deal in 2017-18 as West Sussex firm joins national group for £2.6m. AFH’s tenth deal of this financial year will strengthen its position in the South East and adds £80m to the group’s funds under management.

Read article
More articles

Get in touch

To discover how AFH's unique approach to wealth management can help you build a better future, please contact us.