What can we offer you?
Guides
These are perpetually popular with advisers – they offer a combination of technical insight and business development ideas. And we now offer adviser guides with a companion client guide. We produce guides either with a range of partner providers or on a bespoke one provider basis. On an open or gated basis.
Continued Professional Development
In the Adviser Home CPD Centre you can access learning content, take an assessment and request your CPD Certificate. Learning content may be new to you or may be from an event you’ve attended. We have a range of courses covering equity, investment, regulation, tax and ESG investments.
Resources
We gather together a raft of free resources for you from the provider world – from sample approach letters to education pieces.
Commercial Partnerships
We work with a select number of providers chosen because their products or services can help you develop your business. You can access these under Development Solutions and here you’ll see the range of organisations who use Adviser Home to help them engage with the adviser community.
Research
We carry out detailed research within the adviser market – often focussed on different aspects of business development. Our work on FAMR has embraced input from providers, advisers, the FCA and HM Treasury.
Transparency and disclosure
Adviser Home is remunerated by the service partners, either on a flat fee basis or as a percentage of the cost of the service in question.
It receives commercial sponsorship support from a range of FS provider groups. It may also take advertising revenues from any firm providing a relevant service to the adviser community.
Adviser Home director Brendan Llewellyn also operates Marketing Edge, a strategic marketing consultancy – and is a partner in Narrative Dynamics. He may, in these capacities carry out work for service or commercial partners.
Andy Kirby is a director of Mint Wealth Management – this is an independent practice with no formal commercial arrangements with any firm connected with Adviser Home. Andy Kirby is also Founder of Money Alive and a Council member of the British Heart Foundation.
Communication
We keep you up to date with at least couple of emails a week including the Monday Mail which also carries our weekly news digest from John Lappin. To keep up to date with Adviser Home just register.
Events in the sector
Our Adviser Calendar is free for you to access – you can search for what’s on near you – and the Calendar even includes webinars and other online events.
Meet the Team
Brendan Llewellyn
- T Telephone
- 07860 104 039
- E Email
- [email protected]
Andy Kirby
- T Telephone
- 07506 737 387
- E Email
- [email protected]