Our Proposition

Personalised Training and Development

Enhancing Your Knowledge and Skills

Our Support

  • Continuing Personal Development
  • Regulatory Updates
  • Regular Webinars
  • Competency Testing
  • Lender Training
  • Product Training
  • Compliance Feedback
  • Monthly 121s
  • Quarterly Reviews
  • Progression Plans

The financial services market is changing and developing all the time – we’ll make sure you develop along with it.

We’ll make sure you have the right training and professional development, with personalised support to meet your specific needs and achieve professional growth.

If you already have Competent Adviser Status, then after the onboarding and familiarisation process, we’ll work with you to identify any areas you want to develop.

You’ll receive bespoke support that best suits you, in line with your personal, professional and business needs, such as:

  • Activities to help you meet your Continuing Professional Development (CPD) requirements via our Learning Hub.
  • Webinars with our lenders and providers to keep you informed of the latest products and developments.
  • Bespoke training on sales and client-facing skills.
  • Support in obtaining further qualifications to meet your business goals and offer additional services to your clients.
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Whole of Market Panel and Products

More Options for Your Clients, More Business for You

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Market Leading Client Management System

Everything You and Your Clients Need, All in One Place

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Bespoke Business Development

Growth at the Right Time and the Right Pace

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Compliance and Regulatory Support

Protecting You, Your Clients, and Your Business

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Personalised Training and Development

Enhancing Your Knowledge and Skills

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New Qualified & Non-CAS Support

From getting qualified through to Competent Adviser Status

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We’ll help you to grow and flourish at a pace that suits you. We believe in sustainable growth and quality over volume sales.


We’ll work in partnership with you. We’ll help you build your business, but we’ll never tell you how to run it. We’ll offer guidance, make suggestions, and provide support, but you’ll always be in control.


We’ll keep you, your business and your clients safe. We’ll deal with the regulators, leaving you to focus on meeting clients, writing business, and providing value.


We’ll provide friendly, collaborative and personalised network services. Your business has its own unique identity and we’ll respect that and treat you like an individual.

Start your journey as a self-employed mortgage & protection advisor today. It's time to take control.

Let's arrange a quick call to run through our proposition to discuss how your future could look for you as a member of The Dragon Network.

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