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.

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.

Continue Reading
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.

Continue Reading
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.

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.