Who We Are
Our Directors, John Enos, Andy Kirby and Brendan Llewellyn offer combined senior FS sector experience of over 80 years. We have direct experience in financial advice and wealth management, in financial adviser marketing, in corporate leadership, in strategy, media, marketing and product. If you partner with Adviser Home you only deal with the Directors.
What does Adviser Home do?
Adviser Home exists to help advisers run, develop and market their business. We do this with a combination of services and we are always on the lookout for a fresh approach, new ways to help your business.
What can we offer you?
We gather together a raft of free resources for you from the provider world – from sample approach letters to education pieces.
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.
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.
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.
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.
Adviser Home Events
We run business development events to bring advisers together with business development and marketing experts and select providers who can offer routes to help you expand your practice.