Our Services

Choosing a network is a five-year decision. Make it like one.

Fortis Connect is the independent partner advisers turn to when the stakes are real. We've placed advisers, negotiated terms, and written the business plans that won the seats at the top tables.

01Decide with clarity

Strategic Consultancy

A structured engagement to map your goals, your client base and your non-negotiables onto the right home. We assess restricted vs independent, employed vs self-employed, partnership vs sale.

  • 1:1 discovery & goals workshop
  • Shortlist of 3 best-fit networks
  • Pros, cons and risk register per option
02Get taken seriously

Business Planning

Networks treat applications very differently depending on the quality of the business plan attached. Ours read like institutional memos — and improve the terms you're offered.

  • 3-year P&L and AUM build
  • Compliance & risk narrative
  • Submission-ready PDF in your tone
03Leave nothing on the table

Deal Negotiation

We know what each network can flex on — joining bonus, override, equity, marketing budget, exit terms. We sit on your side of the table.

  • Term-sheet review & redlines
  • Benchmark against current market deals
  • Negotiation playbook & call coaching
04Skip the gatekeepers

Warm Introductions

Direct lines to actual decision-makers — not the recruiter on a quota. We make introductions only when there's a genuine fit on both sides.

  • Named introductions to network leaders
  • Briefing pack ahead of every meeting
  • Post-meeting de-brief & next-step strategy

How we engage

A simple, four-step path.

01

Discovery Call

20 minutes. Free. Mutual fit.

02

Growth Blueprint

Goals, shortlist and roadmap delivered in writing.

03

Active Engagement

Plans, negotiation, introductions — we do the heavy lifting.

04

Land & Settle

Onboarding support so the first 90 days don't derail.

Adviser testimonial

"I was in need of better quality conversations that had been vetted. Fortis Connect solved this pain point — meetings booked directly into my diary, of a very high standard."
Ashley Townsend · Independent Client Planner & Owner, Prosperity IFA