We support individuals to become qualified and competent advisers with a personalised development plan in place to ensure you develop your business and personal goals.
Whether you’re highly experienced in financial services or a newly qualified adviser, our network gives you everything you could possibly need to succeed with continued support throughout the relationship.
We pride ourselves on our personable and professional service that goes above and beyond expectations, we’ll give you all the support you need to ensure you make your business a success with ongoing training and support. You’ll have your own dedicated account manager and compliance expert, direct contact with a Non-CAS support specialist, a telephone general support team and all the solutions you could possible need to manage your business as effectively.
Our first-hand experience and many years of experience have put us in the perfect position to support individuals and help them flourish with the key focus of Competent Adviser Status (CAS) in mind. We’re proud of our proposition and know we’ve helped many individuals succeed in what can be such a challenging industry.
Being with a network that supports you as an individual is key. If you’d like to hear more about our exciting proposition, please get in touch with our friendly team.