From employed to running your own business in five easy steps

 

 

 

 

 

 

 

How we help you get started

Being widely-acknowledged as successful and forward thinking business people, we understand the climate in which advisers operate, and the many challenges they face. We also understand what it takes to start a new business.

Our aim is to build an effective profitable partnership with you, giving you the products, support, guidance and advice you need to establish and build a successful business.

The five steps to starting up

 Set up a company to operate from

 Help to complete business plan to FCA reg standards

 Help with branding and design

 Help develop a strategy to attract clients

 Guaranteed PI through our captive provider