With the Christmas period and New Year fast approaching, many of us are beginning to think of which New Year's resolutions to make. Why not make it your resolution to switch to a more personal, independent, whole of market, well established IFA/MA Network with low charges, no joining costs or monthly fee for MAs, a bespoke, easy to use Intranet system, remote training and T&C assessments and much more!
Just some of the reasons to join the Julian Harris Adviser Networks are below:
· There is no cost to apply or join, and if you change your mind during the recruitment process, it will not have cost you anything.
· We have the same charging structure for all our Advisers, no matter what their size. We keep our overheads as low as possible and run an efficient setup and pass on our low running costs to advisers by way of low overall charges.
· We do not take any of your broker fees.
· We pay weekly and have a very reliable system and good reputation in this area.
· We offer a very personal and reasoned approach based on our own high technical knowledge and qualifications and experience as advisers for many years.
· Some Networks' charges make it financially better to switch Networks just before the end of the year (such as Sesame, apparently). The regulator allows advisers/ARs to be authorised by more than one Network at the same time, thus once we have completed all our due diligence checks to our satisfaction, we can authorise you prior to the end of your existing Network's Contract.
· We are also the ideal Network for 'One Man Band' advisers and have received lots of applications from sole trader ARs in recent months.
· Most of our 170 advisers have come from other Networks, so we have perfected ensuring their experience in moving affects the continuity of their income and their business as little as possible. We do all the work in respect of novating your agencies as quickly as this can be done. This would ensure minimal hold up of commissions/product fees.
· We have a very user friendly Intranet system for compliance, training and commissions which you can see in real time 24/7. We have a very popular and efficient retirement/exit strategy.
· Ancillary Products and Services to boost your income.
· Full compliance support for MAs and IFAs.
· No additional cost for PI Insurance.
· Option for RIs or Appointed Representatives.
· We have processes in place for migrating your clients to Adviser Charging, as investment renewal commission will start to be phased out from the end of this year, when renewal commission on top ups will no longer be allowed.
If you would like to arrange a no obligation demo of our Intranet system remotely, using the telephone or Skype and 30 minutes of your time, please contact us to organise a mutually convenient time to do this.
For more information or an informal chat, please contact either of the below.
Julian Harris AFPC, MAQ, CF9
Chief Executive Officer
Julian@julianharris.net
07703 569850
Peter Welsh
Business Development Executive
Peter@julianharris.net
07789 446798
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