Unlock Your Potential as a Self-Employed Financial Adviser in the UK

Are you a financial adviser in the UK feeling unfulfilled in your current role? Discover the freedom and rewards of self-employment.

 

Benefits of Becoming a Self-Employed Financial Adviser

 

  • Flexible Work Hours: Create a work schedule that suits your lifestyle.
  • The Draw (Guaranteed income):  Financial advisers moving to self-employment utilising the draw refers to a method of receiving regular payments against future earnings. This system helps advisers maintain a stable income during the transition period as they build up their client base and revenue stream in their new, independent role.
  • Increased Earnings Potential: Take home a larger share of your earnings. Splits range from 40/60 to 80/20 depending on the level of back-office support and marketing you are looking for with most directly authorised IFA firms
  • Autonomy: Be your own boss and make decisions that benefit your clients and your business.
  • Work-Life Balance: Achieve a better balance between your professional and personal life.
  • Personal Fulfillment: Build a business that aligns with your values and goals.

 

Why Choose Self-Employment as a Financial Adviser?

 

Many financial advisers in the UK find themselves constrained by the limitations of their current roles. High targets, lack of flexibility, and limited earning potential can lead to job dissatisfaction. By becoming self-employed, you gain control over your career and your future.

Self-employment allows you to:

  • Offer tailored financial advice without corporate constraints.
  • Build lasting relationships with clients based on trust and personalized service.
  • Grow your business at your own pace and according to your vision.

 

Success Stories

 

Independent Financial Adviser

"Making the switch to self-employment was the best decision I ever made. I now have the freedom to choose my clients and provide the best possible service without any corporate pressure. Before I worked at a national IFA firm that put profit above clients"

Financial Consultant

"Since becoming a self-employed financial adviser, my earnings have increased significantly, and I have a much better work-life balance. I only wish I had made the change sooner! My existing employer moved the firm to a restricted offering with out consulting me first and I wanted to do what was right for my clients"

Contact Us

If you're ready to take control of your career and become a self-employed financial adviser, we're here to help.

Contact us today to learn more about how we can support you in making the transition.

Book a meeting with one of our consultants: 

James Ackland: james@ortuspsr.co.uk

Steve Auburn: steve@ortuspsr.co.uk

Angie Kober: angie@ortuspsr.co.uk 

Ready to find your next big challenge? Let's Go!
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