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 truly have nothing to lose 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

Latest News

One Day Workshops - Top Ten Tips for RDR Success - Nationwide during Feb and March 2012

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Due to unpressidented demand from IFA's Principals we are holding a number of nationwide Workshops During Feb & March 2012. Read more »

Feeling the strain of meeting RDR? - Read on...

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 With less than 12 months to the RDR deadline (1/1/2013) why not take the 'Fast Track' to meet RDR model change requirements with New Adviser's 'RDR Fast Track' Training System?

Next Fast Track Module Workshops  

Thursday 9th Feb 2012 - London 'Client Propositions, what to charge'

Thursday 23rd February 2012 - Stirling 'Clients for the RDR Journey'

 Each Workshop investment only £179.50 plus vat (lunch included)

Booking Line  0843 289 3676        pp_paymenttypes.jpg Read more »

'New Years' Offer on Consultancy PLUS Service

 

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Consultancy Plus Programme

         '2012 New Years' SPECIAL OFFER FOR ALL IFA'S

            Session taken during Q1 (Jan - March 2012)

Normal Consultancy Plus fee £2,787 (plus VAT)

Special Offer - Only £997 (plus VAT)

for full details or to book ring 0843 289 3676

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Read more »

'Fees Without Fear' event raised over £500 for Nepalese children's charity

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Nick Peters (New Adviser) & Eric Makereth (BMC PlanLab) presenting cheque to Davie Woods of CITC Charity. Read more »