About Us - Advisers United
Advisers United - Working Together - About Us .... Who are we? Why talk to us?
Midlands & North: 01543 677444 - London & South: 020 8144 7620
- Campaigns- Introducer and Referal Service
- Compliance Service and Shop
- News and Lobbying on your behalf
Not a trade body. No membership fee. No hidden agenda!
Whether it is compliance, sharing the grief of being regulated, sharing the positives or needing technical referral advice help - We are here to help you (and you us).
We are Financial Advisers and Chartered Financial Planners looking to help fellow advisers so that consumers win, you win, we win and large money institutions and incompetent regulators do not win!
- Big is not Beautiful (look at the bailed out banks): We are a small, family owned, (there are two of us) well run, multi-award winning firm of independent financial advisers and Chartered Financial Planners. A family firm that deals with Adviser and Consumer clients all over the UK and the World, whether rich or poor, everyday.
- Family Business: Founded by and still owned and run by husband and wife team Joanne Roberts and Ashley Clark. Both are Chartered Financial Planners with Joanne also a Compliance Expert and Ashley an expert in multi-distribution, online marketing and systems - we are also just a normal hardworking couple - who like a glass of wine or three ....
- RDR - Capital Adequacy - Compliance - PI - FOS - Qualifications - the pressure on us and fellow advisers has increased immensely over the last few years and whilst most of us continue to offer a good service and try to get qualifications and adapt to fees, many do not have the support to help them.
We watch daily the FSA pay lip service to large institutions who give poor advice, 'rape' client banks, run heavily expensed business models and get 'bailed out' only to do it all again.
- Advisers fed up: We spoke to many advisers whilst delivering our compliance and training services to fellow advisers. Many are fed up with the system, fed up with FSA fees, FOS fees, PI cover, compliance and a need was seen by us to let you do what you do best - talk to people and help them.
- Need An Adviser.com, our consumer site, was launched in 2000 and has given us vast experience in delivering low cost, quality remote fee and commission offset advice.
- Experience = Ideas: Why not use what we have learned to help fellow advisers? You see the client - We give the advice - We do the admin - You share the fees - You have no FSA, RDR, PI, FOS, Exam or Clawback Headaches.
- Advisers United was launched on 01 Feb 2010. Advisers United - Working Together - Sharing Success.
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