We offer an ‘umbrella’ service to reputable IFA’s who no longer want to fend for themselves. You may have concerns about preparing your business for RDR or how you will juggle completing all those new industry exams whilst servicing your clients and maintaining your business. You may simply want to join a team where there is a robust client management system and clear proven client proposition supported by a dedicated administration team. Our proposition factors in practice buyout on retirement with autonomy to service your clients until such times as you want to leave. Anglia Financial have successfully integrated a number of sole practitioners since 2005 and have the capacity to extend that support to further consultants….

Please email sms@angliafinancial.com if you would like a no obligation confidential chat.