Starting a New IFA Firm

Talk to Vision-FS Recruitment to find your ideal IFA network

Supporting IFAs at every step of their journey

Whether you’re starting or building your IFA business, considering a switch or planning to sell,

speak to Vision-FS Recruitment to access our impartial guide to leading UK IFA networks.

ARE YOU...

Starting a new firm?

➡ You’ve been advising clients for at least two years, and now you want to take control of your future by starting your own firm.

➡ There are many advantages to starting your own firm, including greater autonomy and financial independence.

➡ But there’s a lot to think about, from your initial authorisation to developing processes, moving existing clients over and finding new ones.

➡ Working with a leading IFA network means you’ll benefit from expert support.

➡ Vision-FS Recruitment have helped hundreds of financial advisers set up their own fully independent business.

➡ The partnership with a top-tier IFA network provides seamless, all-in-one compliance and paraplanning.

➡ With these critical operations expertly handled, you gain the freedom to concentrate on growing a successful venture.

Why start your business with an IFA Network

Be independent, yet fully supported

Networks provide new IFA businesses with the essential infrastructure, services and support they need to operate and thrive.

Authentic Independence

Choose your providers, platforms and business model.

Run your business your way, with the perfect support and compliance framework.

Robust compliance framework

Operate within the compliance framework.

Supporting best-practice financial advice and robust regulatory compliance.

Leading technology suite

Run your business efficiently via the networks integrated suite of technology solutions and client management tools.

Adviser Services

Access on-demand services that streamline your advice process.

These can include admin, paraplanning, marketing, training, business development, an adviser helpdesk, and a range of other support services.

Community of IFAs

Join a community of like-minded IFAs and business owners, with access to exclusive Member events, mentorship and more.

THE BENEFITS OF JOINING AN IFA NETWORK

Joining an Independent Financial Adviser (IFA) network offers numerous benefits, primarily by providing a comprehensive infrastructure of regulatory, operational, and business support that allows advisers to focus on serving clients while reducing administrative and compliance burdens.

If you're exploring network options, at Vision-FS Recruitment we have the following...

➡ IFA role

➡ Market-leading fee splits

➡ Nil monthly costs

➡ PII, FCA and FSCS costs covered

➡ Access to leads

➡ Client ownership

➡ Increased earnings

➡ Financial support during the transition

➡ Help with purchasing a client book

➡ Lending facility

➡ Fees and commissions are paid daily

➡ Marketing, I.T. and back-office support

➡ Compliance, training, and technical support

➡ Adviser Retirement Package

➡ Work from home

How Network IFA offering can help

Submitting paperwork to the FCA

The network will help you to navigate the maze of FCA authorisation. The network will complete and submit the paperwork on your behalf and will ensure its processed efficiently.

Business support

Setting up a new business can be a daunting prospect, especially if you’ve not done it before. The network will be with you every step of the way to make sure you get off to a great start.

Setting up agencies

You need to make sure you have the right agencies set up with key providers. The network will help you make sure that happens so there are no delays once you’re authorised.

Compliance documents

To make your life easy, the network will provide you with templates for every document you need. That means you can focus on what’s important, not re-inventing the wheel.

Moving clients over

The network will help you transfer your existing clients from your previous firm, enabling you to generate income immediately after authorisation.

Marketing support

Once you’ve bedded in and moved any existing clients over, it’s probably time to look for new clients. The network will provide marketing support to help you do that.

Take the Next Step – Speak to Vision-FS Recruitment to find out how we can help you today

The financial advice industry is changing, and those who align with the right network will emerge stronger than ever.

Don’t let market shifts leave you behind—join a leading IFA network today and future-proof your business!

Book a call with our Recruitment Consultants to discuss how we can support your growth.