An IFA asks: "Can I keep my client network independent?"

Story

If you’re an independent financial adviser looking to move firms, the chances are you’ll want to find somewhere that allows you to keep your client network independent.

Joining a restricted advisory business will have an impact on the service you are able to offer; you may only be able to work with a limited number of product providers, meaning there could be solutions that are unavailable to your clients.

Limiting your search to independent firms means you can continue to offer your clients a fully integrated service, providing them with solutions from the whole of the market. However, it’s important to thoroughly understand the proposition of any firm you are considering joining, regardless of independent or restricted status.

All advisers need to carry out work such as fact finds, risk profiling, reports and compliance records – in a changing sector, are you able to keep up with these demands?

By joining a larger, independent firm, you could benefit from in-house expertise. With support from administration and investment specialists, you can focus on providing your clients with the best possible service.

If you would like to find out more about joining AFH as an employed or self-employed adviser, please visit our Become an IFA page – or get in touch to have a chat with our team.

IFA News

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

Why you should avoid hard selling

Why you should avoid hard selling

Story 23/07/18

As a financial adviser, you are entrusted with a number of crucial arrangements. Hard selling leaves little room to fully evaluate a client's particular circumstances, which could have serious repercussions.

Continue Reading
An IFA asks: "I want to sell to a financially stable company"

An IFA asks: "I want to sell to a financially stable company"

Story 18/07/18

If you’re thinking about selling up, how important is it to sell to a financially stable buyer? Failing to do so could have a serious impact on your future. Be sure to carry out thorough due diligence before agreeing to any offer.

Continue Reading
An IFA asks: "I want to be part of a team"

An IFA asks: "I want to be part of a team"

Story 02/07/18

What are the benefits for financial advisers who are a part of an integrated team? There are a number of reasons why many IFAs are choosing to join larger firms.

Continue Reading
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.