Independent financial advisers
You look after your clients; we look after you!
We enable you and your clients to achieve all your financial goals and life aspirations. We offer comprehensive support, solutions, and technological innovations to make it happen. Freeing you up to do what you do best – giving the best advice so your clients can experience a lifetime of financial wellness.
We believe this requires a meaningful partnership. One where we demonstrate our commitment to you by facilitating the best possible client experience through our specialist skills and core competencies.
We're invested in your success. Together, we can build the roadmap for your journey to success by providing you with everything you need to succeed so you can do the same for your clients.
We believe in meaningful partnerships
Our unique specialist distribution model offers consultant support tailored to your needs. Our focus on digital solutions gives your practice a technological edge, streamlining your workflow and giving you a competitive advantage.
Introducing Adviser Partnerships: your brand, your identity, your way!
Adviser Partnerships is a division of Momentum and the centre of independence and entrepreneurial growth.
- All the benefits of a fully supported firm without losing your independence.
- Full support without compromising your vision, philosophy, or brand – regardless of what business you write.
- Access to a team of dedicated specialists facilitating each aspect of your practice, helping you grow, and freeing you up to give the best comprehensive advice for your client.
Apply for a Momentum code as an independent financial adviser
You can apply for an advisory code as an FSP or a subcode as a financial adviser at an FSP that already has a code with us. Once you have applied for a code, a Regional Manager in your area will contact you to understand your needs.
See section 1.2 of Form E for acceptable documents. Incomplete applications or incorrect supporting documents can delay the activation of your advisory code.
Momentum Intermediary Programme
Our adviser coaching and training programmes aim to facilitate future- proofing advice practices through:
- Upskilling and technical proficiency.
- Adopting a mindset change to financial coaching.
- Business development (practice management, financial management, technology and governance).
- Access to markets and business expansion support.