Journey 02 · Established firm
Your current advice firm no longer fits the business you've become.
Charges have crept, the proposition has narrowed, the tech is holding you back, or the service you were promised at onboarding hasn't materialised. Realignment is a big move — and it needs to be evidenced, not emotional.
Who this is for
Principals and directors of appointed representative firms or DA practices reviewing their network, service provider or investment proposition.
What we hear most
- —Rising network fees and opaque central charges
- —An investment proposition your clients have outgrown
- —Tech and back-office that costs you adviser capacity every week
- —Compliance oversight that's either too heavy-handed or too thin
- —Novation, client consent and the practical cost of moving a whole book
The process
A guided route, not a search box.
We deliberately don't leave you to work this out alone. Each stage has a defined output, and you decide whether to go on to the next one.
01
Cost & service diagnostic
What you actually pay today — all in — against what you receive, mapped against comparable firms.
02
Options paper
Stay and renegotiate, move to another advice firm, or go directly authorised. We model all three honestly.
03
Market approach
We run a structured process so firms compete for you, rather than you presenting yourself firm by firm.
04
Terms negotiation
Fee caps, transition support, PI treatment, run-off cover and exit terms — the clauses that matter in three years' time.
05
Migration
Project-managed transition: client consent, data, platform re-registration, systems and staff comms.
What you walk away with
Total cost of membership
A fully loaded comparison of what each option costs your business per annum.
Options paper
Board-ready document with risks, timescales and financial impact of each route.
Competitive process
Multiple firms bidding on defined criteria, so terms are tested, not accepted.
Transition plan
Sequenced migration plan protecting client outcomes and adviser productivity.
How to read this information
Everything published here is compiled from publicly available sources — firm websites and disclosure documents, FCA registers and published notices, Companies House filings, published accounts, trade press reporting, and publicly posted reviews on platforms such as Trustpilot, Glassdoor and Google. Quotes are reproduced as published by their authors.
None of it is Fortis Connect's personal opinion of a firm, and nothing here is a recommendation, endorsement, criticism or regulated financial advice. Terms, charges, propositions and ownership change frequently — always confirm the current position directly with the firm before making a decision. If you are a firm and believe something is out of date or inaccurate, email enquiries@fortisconnect.co.uk and we will review it and correct the record where the evidence supports it.