Self-Employed Financial Adviser - Keep More of What You Earn
Are you a self-employed financial adviser with £20M+ AUM looking to increase profits for yourself and your clients? This is a rare opportunity to join an exclusive, high-performing firm where you can:
1. Keep up to 100% of your fees - not 50%, not 60%, not 80%, but 100%.
2. Deliver better client outcomes - Lower costs, higher returns, and smoother investment performance.
3. Increase AUM naturally - Our investment solutions have outperformed leading funds by up to 40% over the past five years.
4. Receive full paraplanning & admin support - So you can focus on advising, not paperwork.
Income Potential
A typical adviser with £15M AUA at a traditional firm earns £67,500.
With our model, the same adviser could earn up to £112,500 - a 66% increase with no extra effort.
Exit Strategy for Long-Term Growth
Above-market buyout options for those looking to retire before we sell.
If we sell, you can exit with up to 10 x trail income or continue advising under new ownership.
Exclusive, Limited Opportunity
We are capping AUA at £750M to maintain a boutique feel and maximize value.
Only 20 adviser positions are available - 5 already taken, and only 15 remain.
Ideal for advisers who use platforms & DFMs (e.g., Quilter, Carilium). This is not a mass recruitment drive. We're creating a firm where advisers earn more, build higher-value businesses, and plan for a lucrative exit.
If you're interested in securing your future please email (url removed) or apply direct.
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