Need an Adviser launches outsourcing service

clock •

A service enabling "over-burdened" advisers to outsource specialist areas of advice but still retain up to half of the commission or fee has been launched by Need an Adviser.com

Advisers United allows advisers to refer and outsource the financial advice liability by handing over the research and report functions to its Chartered Financial Planners. Either they will present the advice to the client or the outsourcing adviser can. Need an Adviser.com, launched by Ashley Clark and Joanne Roberts, says it will then share the commission or fee with the adviser, who effectively acts as an introducer. "We are revolutionising financial advice," Clark says. "It is chartered advice for all. Advisers can continue to talk to clients but have the security of having tec...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advised clients want more personal investment communication

Advised clients want more personal investment communication

Four in ten say comms focused more on product than goals

Jenna Brown
clock 12 November 2026 • 3 min read
How economic abuse manifests itself in pensions, mortgages and protection

How economic abuse manifests itself in pensions, mortgages and protection

Second in a three part series

Shelley Read
clock 11 November 2026 • 5 min read
Celtic FP founder launches online admin platform for advisers

Celtic FP founder launches online admin platform for advisers

‘Developed by people who understand the industry’

Jenna Brown
clock 10 November 2026 • 2 min read