Maximize Your Earnings as a

Self-Employed Adviser

Are you considering a career change to become a self-employed financial adviser? Learn how you can benefit from increased income potential, flexibility, and comprehensive support from IFA firms.

Benefits of Being a Self-Employed Adviser

Higher Earning Potential: Retain a larger percentage of your revenue.
Flexibility: Control your schedule and workload, have the choice to work when and where you want as long as your clients are serviced.
Autonomy: Make decisions that best suit your clients and business.

Support from IFA Firms

IFA firms provide essential support that helps self-employed advisers succeed:

A Draw on future earnings tax free (guaranteeing income while you transfer clients)
Marketing and Lead Generation
Paraplanning, Administrative and Compliance Assistance
Training and Professional Development
Business planning and mentoring

Revenue splits can vary, allowing you to choose the level of support that aligns with your goals.

Calculate Your Potential Earnings

Total Revenue Generated Last 12 Months (£): Your Total Earnings Last 12 months (£):

Contact Us

Interested in becoming a self-employed adviser? Contact our team for more information and start maximizing your earning potential today.

James Ackland: james@ortuspsr.co.uk

Steve Auburn: steve@ortuspsr.co.uk

Angie Kober: angie@ortuspsr.co.uk

Call: 0333 011 2822

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