The 60-second shortlist

First — which of these sounds like you?

The questions that matter to an adviser moving firm are not the questions that matter to an owner selling up. Pick your route and we'll ask the right ten.

I'm new to the industry

Newly qualified or nearly-qualified advisers looking for their first proper role, academy place or trainee position.

Ten questions on training, salary vs self-employment, supervision, client access and where you want to be in ten years.

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I'm an adviser looking to move

Employed or restricted advisers moving firm, or going self-employed / directly authorised.

Ten questions on payout, freedom, supervision, tech and where you want to be in ten years.

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My firm is looking to realign

Established firms moving network, principal or DA support to a better-fitting home.

Ten questions on cost of membership, compliance burden, tech, investment freedom and migration risk.

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I'm planning an exit or sale

Owners planning a sale, succession or phased retirement.

Ten questions on timing, deal structure, buyer type, client continuity and what happens to your team.

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