Your Future Your Money is looking to grow its business and become one of the largest IFA firms in the country. Due to the withdrawal of many high street banks the change in direction has left much of the general public without easy access to financial advice and Your Future Your Money aims to fill this void by providing high quality and independent advice.
For those of you that have come from a restricted advice background (a platform used by many of the product providers or banks) Your Future Your Money provides a high level of support and top quality training to enable you to become a whole-of-market Independent Financial Adviser. This allows you to give customers access to the best proposition available.
To enable the company to offer the very latest ‘paperless’ advice process, YFYM has access via the latest technology to an extensive range of wealth management, retirement, investment and financial planning services. In a fast, comprehensive, straightforward and regulatory compliant way. Included within this package is a full customer relationship management model that allows you to build long-lasting, trusted relationships with all of your clients.
All of the Your Future Your Money management team know first hand what it takes to make the transition from being an employed financial planner to a whole-of-market Independent Financial Adviser and, together with SimplyBiz, have in place a substantial infrastructure of professional support, training and ongoing business development. Indeed, the whole company is geared to provide you with help and guidance from the moment you start, with full developmental support both on a group and individual basis that helps you to create the best possible customer experience.
If you would like to be part of this fast growing business and provide the best whole-of-market independent advice to your clients, or if you require further information, please contact: email@example.com