Three minds - One Vision is very much how we see our mission.
We have all worked within the advice sector of Financial Services for many years, and have worked with the good, the bad and the downright ugly. And its time for change.
Firstly we want to say 'Hi' - many people will know us as we are quite visible. But if you don't please go to our About Us page on our website and get to know us a little better.
So, why Beginnings I hear you ask. Well the simple answer is we want change, there is a lot of change going on at the moment, yes we get to hear it all, and its not great.
We want advisers to be happy, be in the right place, be successful and enjoy what they are doing.
We all work for ourselves, and firmly believe taking control gives you the life you want.
We are BIG advocates for running a DA firm and steering your own ship. But with so many mistruths about this we want to set the balance straight. So the three of us have developed a structured programme of learning and mentoring to prepare you to go it alone. The application process is the end of our programme and its in our interests to ensure you are successful with that.
So join us on this life changing programme, learn how to run a regulated firm, get everything in place, gain your skills and knowledge up to the required level and go it alone.
get in touch to talk to us. We are putting on some live events, so keep an eye on those, but talking it through may just be the start of the future you want.
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