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:
✔ Keep up to 100% of your fees – not 50%, not 60%, not 80%, but 100%.
✔ Deliver better client outcomes – Lower costs, higher returns, and smoother investment performance.
✔ Increase AUM naturally – Our investment solutions have outperformed leading funds by up to 40% over the past five years.
✔ 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)...