Financial Advisers

Are you a Financial Adviser looking to work more closely with a firm like Simply Financial Advice, or maybe you are a financial adviser looking to retire, looking at getting out of the industry or just fed up with your current company?

If you have a portfolio of customers and you are finding it increasingly difficult to keep up with the regulation changes and/or requirements, or you are ready to retire and you want someone professional to look after your clients, its definitely worth talking to Simply Financial Advice.

Simply work all over Derbyshire, Nottinghamshire and Leicestershire looking after clients who have come from other advisers, we offer them the best unbiased advice possible, as if the customer were our own parents. We will pay you referrals if you wish on an on-going or one of basis, also.

If you are looking at selling your Financial Service business entirely or you want to gradually hand over your customers, or even if you want to join Simply Financial Advice in Derby, then give us a call on 0800 044 5733

We have a fantastic support network who are professional and help deal with the increasing challenges and demands facing financial advisers, with help with paraplanning, report writing, suitability letters, client investment reviews and training as well as other forms of backup that is needed.

 

Options Available

  • Buy Out Options for Financial Advisers looking to retire
  • Buy and Stay Working Option in a servicing role
  • Join Simply Financial Advice as an adviser

 

Discuss your options

It’s a massive decision whatever you choose to do, but what I would recommend is to pick up the phone and discuss your situation and your goals with us.

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