What kind of support might a self-employed IFA want?

Tackling admin head on

clock • 4 min read

Ultimately, the most successful IFAs recognise that their core role is to advise clients and build trusted relationships, writes Malcolm Harper

If you can make it work, little can beat the satisfaction of being independent. You control your proposition and manage your clients. You stand on your success and you reap the rewards of your achievements. However, when considering leaving behind the safety net of a salaried role and going it alone, it's prudent to understand the challenges that successful independent IFAs have overcome. Running a financial advice firm comes with a host of responsibilities that require a broad skillset. One minute you're an adviser, the next you're a compliance officer, a finance director, or an HR mana...

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