[email protected]

  • About Us
  • Events
  • Industry News
  • Infomix
  • Business Development Updates
  • Newsletter
Adviser Home
  • CPD Centre
  • Development Solutions
    • AXA Investment Managers
    • Tacit Investment Management
    • Aegon Corporate Protection
    • Tax Planning Support
    • Outsourced Investments
    • Orbis Invest Differently
    • Fidelity Adviser Solutions
    • Aegon - Supporting financial advice
    • Tax Planning Investments
  • Resources
    • Marketing
      • The Yardstick Agency - Organising events can generate new business. But is your presentation fit for purpose?
      • The Yardstick Agency - 4 powerful ways to grow your podcast audience
      • The Yardstick Agency - Harness LinkedIn’s power with these 6 practical ideas from our favourite experts.
      • The Yardstick Agency - Are brochures still relevant in 2022?
      • Faith Liversedge: How to convert clients to your ongoing service
      • The Yardstick Agency - 4 things you should never leave off your website’s fees page
      • Money Marketing - Podcast: Do we expect more for less from advisers?
      • AdviceBridge - The figures don’t lie: Why advice firms must provide all three engagement channels (adviser, digital, and hybrid) for all client types
      • Personal Finance Society - What It Means to Tell a Good Story About Your Business
      • The Yardstick Agency - 3 simple changes every adviser and planner can make now to get more referrals
      • The Yardstick Agency - 6 occasions when being too cautious will damage your marketing
      • Creating a successful digital advice model
      • Blogging Checklist
      • Marketing Checklist
      • SEO checklist
      • Website checklist
      • Corporate Design
    • Proposition
      • New Guide to Retirement Income Advice
      • Advisor Perspectives - You Provide More Value than You Realize
      • IFA Magazine - 4 things you’ve forgotten about the value of your advice
      • Royal London - Feeling the benefit of financial advice: How professional support helps to improve emotional wellbeing
      • FTAdviser - Q&A: Advisers are missing a trick with business protection
      • FTAdviser - How to get younger clients on board with financial advice
      • Money Marketing: The future of advice is going to be dynamic
      • Royal London - What stops people from seeking financial advice?
      • FTAdviser - If your business is to thrive, you will have to advise remotely
      • Always Be Content - Dare to Care: How Doing Good Helps Business Do Better
      • Finding your advice style with lifestyle planning
      • Aegon - How your clients can become a financial wellbeing ‘all-rounder’
      • Aviva - Generation rent: the protection they need
      • FTAdviser - How suitable are financial products for young savers?
      • AIG - How to: reinvigorate your critical illness sales process (CPD)
      • Royal London - Does sustainable investing belong in fixed income?
      • Advisor Perspectives - Why Prospects Choose You
      • Advisor Perspectives: 10 Signs You Need to Be a “Hybrid” Advisor
      • This is Money - Mind the money age gap: Research claims over-65s are smarter about pensions and investing due to a lack of financial education for the young
      • The Institute for Fiscal Studies - Understanding the gender pension gap
      • How to introduce clients to protection
      • Handling vulnerable clients who want equity release
      • Shift in retirement journeys set to reshape the market
      • Four in five UK adults say they don’t have a ‘pension will’
      • Combining pensions and property
      • The Value of Advice - an insiders guide
      • Adviser Home Guide to Innovation
      • Designing Your Service Proposition
      • Effective Cash Management
      • Business Protection
      • Rohan Sivajoti: The one page business plan
      • Protection conversations increasingly common for advisers
  • Sustainable Investments
  • About Us
  • Events
  • Industry News
  • Infomix
  • Business Development Updates
  • Newsletter

About Us

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?

Resources

We gather together a raft of free resources for you from the provider world – from sample approach letters to education pieces.

View Resources

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.

View development solutions

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. 

Visit CPD Centre

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.

Newsletter Sign-Up

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.

View Calendar

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.

Social Media

You can join our LinkedIn group and follow us on Twitter

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.

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. 

Contact Us

Brendan Llewellyn

T 07860 104 039
E [email protected]

Andy Kirby

T 07506 737 387
E [email protected]

John Enos

T 07701 092 334
E [email protected]

Adviser Home in brief

Download this short PDF for a quick summary of the business

Download

Sign up to the Adviser Home newsletter

Please leave the above box empty.

Our Sponsors & Partners

Previous
Next

Contact Us

  • Partners
  • Contact Us
  • Terms & Conditions
  • Data / GDPR
  • Privacy Statement

Social

Follow us to stay up to date with the latest industry news

  • Twitter
  • LinkedIn

Newsletter Sign Up

Fancy getting all the latest news direct to your inbox?

Please do not fill in the above field to help us identify genuine requests.

We exist to help financial advisers run, develop and market their business

Adviser Home

© 2025 Adviser Home

Website by Clear

Back To Top

Sign up to the Adviser Home newsletter

Please leave the above box empty.

Are you an adviser or provider?

Find out more about our weekly bulletins here. You can unsubscribe from our communications at any time.

We’ll only use your data in compliance with GDPR. Our full policy can be found here.