Money Advice & Planning

About Us

We are independent financial advisers who are setting new standards in what and how we do things. Our back office systems are fully automated and help advisers give clients a first-class service for them to remember us. Our methodology in using our own investment platform, and the returns that clients get from it, ensures that clients can see that we are doing the best we can for them – and so we win their loyalty and trust.

As a fairly new franchise, we started 2013 with 19 people, and we can go up to around 800. We are aiming to be a national franchise because there is no national IFA firm today – so this represents a very big opportunity. We are developing our website to give marketing leads to our advisers and build on our very good and compliant investment process which existing clients are extremely pleased with.

You will invariably be house-based, and you will follow up on marketing leads to visit potential clients in their own homes, find out all of their relevant information, and finally (after the training period) make recommendations and then potentially follow up into a sale. You will then do after-sales service to try and ensure the advice that you gave is still logical and does what it is supposed to.

All of our franchisees must be qualified to diploma level which is a requirement set by the FSA. We have devised a training system that means that trainees can be building up their client bank and seeing people whilst learning – and this then makes learning far more practical as well, instead of trying to learn from dry-as-dust books. We call this earnings whilst learning – and is far more practical than looking at hypothetical cases.