Switch from Direct Authorisation to a Leading IFA Network

Join hundreds of business owners and directly authorised firms who have switched to a leading UK IFA network.

ARE YOU...

Thinking of leaving direct authorisation?

You’ve built your own financial advice firm, yet the relentless burden of direct authorisation is now taking its toll.

For some financial advice businesses, becoming directly authorised by the FCA is the right path to take. However, when the balance tips and too much time ends up being spent on compliance, it may be worth exploring other options.

When you join a leading IFA network, you'll receive full support with all your regulatory requirements, freeing you up to focus on giving your clients the attention they truly deserve.

With paraplanning and other business support services all under one roof, we can ensure you benefit from the same seamless transition that other IFAs and advice businesses have already experienced.

Making the Switch from Direct Authorisation

Stay Independent while fully supported

Directly Authorised (DA) Independent Financial Adviser (IFA) firms are increasingly transitioning to network models, operating as Appointed Representatives (ARs) to ease the heavy regulatory burden, reduce soaring operational costs like Professional Indemnity Insurance (PII), and secure long-term succession planning in an increasingly consolidated market.

The IFA network models offer the freedom and independence of Direct Authorisation, without the regulatory and reporting burdens. This is combined with the benefits and support of an award-winning proposition. Join the hundreds of IFA business owners who have already made the switch to an IFA network.

Why join a leading IFA Network?

Reduced admin

Outsource your back-office, reporting, and regulatory responsibilities. Free up time to focus on your business, your clients, and maximising efficiency.

Benefit from fully integrated technology

Streamline your business with integrated technology suite, driving efficiencies across the advice process, reporting, and day-to-day operations.

Access to expert support

Benefit from expert support in compliance, business development, succession planning, marketing, and other key adviser resources.

Remain fully independent

Run your business your way. Maintain full control over clients, business model, providers, and platforms. Always act in your clients' best interests.

Fully covered by PI insurance

You're automatically covered by the IFA network's market-leading Professional Indemnity (PI) Insurance. The renewal process is fully handled by the network, costing you no extra time or money.

Future-proof your business: grow or exit on your terms

Access support to enhance business value and drive sustainable growth.

For your eventual exit and retirement, the IFA network's award-winning succession planning provides a clear, structured path forward.

THE BENEFITS OF JOINING A LEADING IFA NETWORK

Joining a leading 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

➡ 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

Network IFA Offering: Key Benefits

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.

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.

Start your conversation with Vision-FS today.

Find out why IFAs across the UK have chosen Vision-FS is to support their business.