Adviser Registration

• Co address:
  
• Tel. Number:
  
• Status:
  IFA Multi tie Single tie
• Network - which? Or Directly Authorised?:
  
• Platforms used:
  

• Self-employed or employed?

  Self employed
  
  Employed
  

• Personal business level pa? (£)

• Pensions %:
  
• Investments %:
  
• Protection %:
  
• Inheritance Tax Planning %:
  
• Non-regulated Investments %:
  
• GI Business %:
  
• Offshore business %:
  
• Personal/professional qualifications attained:
  

Events for advisers

Thinking broadly about the FS sector - what areas do you think are not given enough coverage in terms of events, seminars etc?

Financial Adviser Buying Groups

Adviser Home plans to develop added value services to advisers in the form of buying groups for particular services. Could you consider which products or services you use in the course of your business where you would be interested in either cost discounts or extra services?

What else should we offer?

Adviser Home exists to help you grow and develop your business - we have a range of services described on the site - what other areas would you like to see more on?