New Adviser - Helping our clients move towards a more profitable future

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Why the need for Change?

We assist Independent Financial Advisers (IFAs) move towards a more profitable, advice driven, sustainable business model.

Find out more about our Masterclass Programme »

Our unique guarantee

No quibble or red tape moneyback guarantee! Find out why you truely have nothing to loose with our Masterclasses »

What our clients think...

“An excellent day that has prompted me to act on issues I was aware of and other new things I learnt on the day.”
Mark Spendlove
IPP Group

“Very informative - showed me the need to change in the future.”
David Richmond
TIC Financial Services UK Ltd

“Useful to have an opportunity to discuss idea's...”
George Nicola
Park Row Associates

Introducing New Advisor

Many IFAs around the UK know that the business model they have worked with, and have been very successful with for the last ten or twenty years, may now not be sustainable going forward.

We believe it is a time for evolutionary change, and although the change process can be involved, the resulting business that emerges afterwards is more profitable, more financially secure and has considerably greater embedded value.

Post RDR announcement, MiFiD and the prospect of more Principle Based regulation from the FSA, New Adviser Ltd understands the issues facing IFA practices today. We have seen the real benefits that constructive change has had to numerous IFA businesses.

Find out more with our Masterclass Q&A video here

The Masterclass Programme

To help IFA's understand the changes required to face the challenges of a modern IFA practice New Adviser Ltd has developed its innovative
Masterclass programme..

Find out why the Masterclass is different and the benefits it is already having on many IFA's, simply click here.

Next Masterclass

To find out where are next event is being held as well as our future events, click here.

If you would like to be keep up to date with the latest news and events, as well as all the latest about our Masterclass programme, please fill in your details below: