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


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.

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