Leading Wealth Managers and Financial Planners
Leading Wealth Managers and Financial Planners

Are you looking for a company that will help you to grow your business?

We are that company.


Who we are?

Active Financial Partners Ltd (AFP) is a company that works with Financial Planners and Wealth Managers throughout the UK.

We provide a complete compliance and technology support service to self-employed
financial advisers.

AFP is a subsidiary, wholly owned by Compass Wealth Management Group PLC, one of the largest wealth management firms in the South of England. Compass has been providing private and corporate wealth management solutions since 2001.

AFP is authorised and regulated by the Financial Conduct Authority.


AFP is looking for

Financial Planners and Wealth Managers who have built a strong client base and are looking to join an established, professional company.

“The strength of our company is defined by the people that work for us”

Every Adviser working with for us is a valued member of our company and the calibre of that person determines the success and growth of the company. Therefore, we are looking for particular qualities that are important to us.

Every Adviser working for Active Financial Partners should be:

  • Hard-working
  • Diligent
  • Respectful of others
  • Dedicated to work and to their clients
  • Continually striving for success
  • Dynamic and inspiring
  • Professional and ethical at all times
  • Someone who treats their clients fairly
  • Has a positive outlook on life

Our commitment to you

A rewarding working relationship is a two way process.

If you have the required qualifications and qualities that we are looking for, then we commit to provide the following services and back-up to make your life easier.

Technology

  • Latest technology
  • On-line leading back office technology
  • Research software
  • Market leading technical support
  • Electronic business submission
  • Electronic new business register and e-policy tracking
  • On-line valuations
  • 24/7 full online access to your clients

Compliance | Legalities

  • Real-time compliance on-line
  • Professional indemnity
  • No more RMAR/GABRIEL
  • Authorisation usually within 3 weeks

Training | Support  | Supervision

  • Training and development programme
  • Technology training and support
  • Transitional support
  • Exit/succession plan provided
  • National adviser forums / seminars
  • Centralised supervision

Financial

  • Weekly fee payments
  • Top retention rates
  • No additional regulatory costs
  • No membership or joining fee
  • Lifetime renewal/trail fees paid

Compliance | Legalities

  • Real-time compliance on-line
  • Professional indemnity

Identity  | Integrity

  • Trade under your own name/brand
  • Or use AFP branding / marketing
  • No locums required
  • Central Para Planning Service
  • You own your clients 100%


What makes us different?

AFP Ltd has been around for over 14 years. We have a strong balance sheet, a great team that works for us.

Eight reasons to join our company

1. You will receive at least 80% of your client fees.

2. We are a stable, secure company - our proven track record is testament to efficient and careful leadership and planning.

3. You will not pay a joining fee.

4. You will not pay a monthly fee to work for AFP.

5. We will provide you with all the support and back-up that you need to run your own successful business.

6. We are a dynamic and friendly company, who encourage and develop the people who work for us.

7. We are at the end of the phone – easily contactable, approachable and helpful.

8. We are amongst the top 100 financial services companies in the UK.


And finally...

We want to work with people like you.
Contact us to find out more how we can support you.

Speak to us

Speak to us

You can call us to arrange a meeting with one of our consultants.

02392 239 810
Download the Brochure