PI, Compliance, Marketing Support… leave those to us while you focus on running your own business

4th May 2018

Sure, starting your own business is a fantastic opportunity and an exciting challenge. The potential is huge and most enjoy it more than being an employee. However, there are decisions to be made and risks to take, not least of which is resigning from your current job. Making sure you can get your business up and running in the shortest possible time is fundamental to making a good start in your new role of being your own boss and that is where Tenet can help.

Why start your new business with Tenet?

Having been in the financial sector for 25 years, Tenet knows as well as anyone the processes and authorisations required for becoming a Financial Adviser, how complex they are and how long they can take. This is why Business-in-a-Box was created, we realised there was a need for a complete solution for the person who wants to make the move to being self-employed and who would like some help in the process. And so, we developed this fast-tracked business support to encourage and propel you through the set-up of your own business.

What’s in the Box?

Our Business-in-a-Box includes a raft of useful measures that will make your transition to being self-employed less daunting:

  1. Help with your business plan

That essential first step is much easier if you have some assistance. Our advisers will discuss your situation and advise you how to put together your document. 

  1. Professional Indemnity

Because we have our own PI insurer, you are guaranteed access to affordable PI insurance, without the normal raft of exclusions.

  1. Full marketing support

Our experienced design team is on hand to help you work on a suitable business name and design your company logo and brand – very exciting! We’ll then provide you with your own branded versions of the fully-compliant company brochures, business cards, letter headed paper and promotional material. Next, we will help you with your online presence by setting up your website and social media profile to get your new company name out there.

  1. Restricted advice proposition

Our restricted advice proposition includes a range of carefully chosen products from industry leading providers that can meet the needs of your clients, including access to our low-cost Tenet Platform. The proposition covers investments, pensions, protection, estate and retirement planning and mortgages and equity release (if you want to operate in these markets).

  1. Streamlined process

Our aim is to give you all the support to start your own business, so we have made providing financial advice as streamlined and easy as possible. We provide you with a custom-built advice process, with quicker, easier fact-finding, risk profiling, suitability templates and reporting.

  1. Technical support

We want to keep you in front of your clients, so to save you valuable time all of your cases will be paraplanned by our expert team. When your client agrees to go ahead, our administrators will take care of the paperwork and chase everything through to completion.

  1. Your professional development

Our comprehensive seminars and annual roadshows plus our training programme are designed to help you keep pace with any changes in the financial services industry and will provide your full annual structured CPD requirement.

Removing the risks

Risk is likely to be an ever-present concern when you become self-employed. Working in partnership with us with our Business-in-a-Box package reduces the amount of risk you need to assume. You can expect consistently clear and transparent support from our teams of experts.

Move out of the Box

Tenet offers flexibility as you progress through your career. Our Business-in-a-Box is perfect for your start-up and while you enjoy being your own boss with all the benefits that brings. If you want to branch out further and move to providing Independent advice, or even become directly authorised, the good news is that at Tenet, we provide practical support and a home for advisers whatever direction they want to take. So, you can stay with Tenet for your whole career and enjoy the support of one of the UK’s largest and most respected financial networks.

Taking the next step

As it’s often said, it’s good to talk. We would love to walk you through how we can help you set up your own business, and details of the proposition and support provided, in total confidence.

So, email info@tenetbiab.co.uk to arrange a confidential conversation with someone from our business start-up team.