Find the right firm or network for your next move
For financial advisers, planners and mortgage advisers weighing up a change. Tell us where you are now and what you want next, and we'll shortlist the firms that fit.
It costs nothing to check your options, and there's no obligation. Nothing goes to a firm until you say so.
Where are you now?
Pick the one closest to you.
Financial advisers and planners
Employed, thinking about going self-employed
We'll talk through payout, who owns the clients, what support you'd get and what the first year really looks like.
Self-employed, looking for a better network or payout
We compare costs, payout, compliance and exit terms across networks and wealth firms, so you can see what a move is worth.
Looking for an employed role in an established firm
Salaried adviser, planner and paraplanner roles with nationals, wealth managers and DA firms.
Mortgage and protection advisers
Employed, thinking about going self-employed
Lead-fed or self-generated, AR firm or network: we'll help you work out which setup suits how you work.
Already self-employed, want a better split or network
We compare splits, monthly fees, leads and support, so you can see your take-home side by side.
Trainee, working towards CAS or newly qualified
Firms that will support you to CAS, with proper supervision and a steady flow of cases.
Firm owners
Setting up your own firm
Joining a network as an AR or going directly authorised. We'll help you weigh up cost, support and control.
Moving from DA to AR, or AR to DA
It's about more than compliance costs. We'll look at what changes for your clients, your advisers and your future plans.
Selling a client bank or planning your exit
We'll help you find firms looking to take on clients and advisers, and handle it in confidence.
How it works
- A quick callWhere you are now, what's working and what isn't.
- What matters to youPay, leads, support, flexibility and where you want to be in five years.
- A shortlistFirms that fit, with the differences laid out plainly.
- An introductionOnly to the firms you choose, and only when you're ready.
What we compare for you
- Costs and split: payout, monthly fees and anything taken off the top
- Leads: whether they're provided, and on what terms
- Compliance: file checking, supervision and sign-off
- Tech and admin: systems, admin support and paraplanning
- Contract and exit terms: notice, restrictions and who owns the clients
- Day to day: how the firm actually runs, and who you'd work with
Common questions
Does it cost anything to talk to you?
No. A first chat is free, and there's no obligation to move.
Will my current firm find out?
No. Your details stay with us, and nothing goes to any firm until you say so.
Do you only work with networks?
No. We work with networks, AR firms, brokerages, national firms, wealth managers and directly authorised firms, for both employed and self-employed roles.
Do you cover my area?
Yes. We're based in Newcastle and work with advisers and firms across the UK.
Talk it through
A quick call costs nothing. You'll get a straight answer, even if the answer is to stay where you are.