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


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.



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