• Founded in 2007
  • 100% independently owned
  • Key individuals
    • Steve Young : Chairman
    • John Netting : Compliance Director
    • Leanne Williams : Finance Director
  • Committed to adviser independence
  • Clean compliance record; no Financial Conduct Authority (FCA) enforcement actions past or pending
  • Robust and fair compliance procedures incorporating all retail investment products
  • No increase in membership fees since inception in 2007
  • Attractive Professional Indemnity Insurance terms, covering all retail investment products
  • Awards include:
    • London Stock Exchange 1,000 Companies to Inspire Britain 2017
    • Money Marketing Adviser Awards, Best Network:
      • 2016: Winner
      • 2015: Highly Commended
      • 2014: Finalist
      • 2013: Winner
    • Money Marketing Adviser Awards, Best Professional Development: Winner 2015
    • Professional Adviser Awards, Best Network: Highly Commended 2016
    • FT Adviser Online Service Awards: Five Star Network Provider 2013
    • London Stock Exchange 1,000 Companies to Inspire Britain 2015
  • Turnover to 31st May 2017: £30.3 million, up 12% on 2016
  • Pre-tax profit to 31st May 2017: £945,717
  • Comprehensive Chartered Insurance Institute (CII) accredited ‘Adviser Development Programme’, to help advisers meet their Continuous Professional Development (CPD) requirements, provided as part of network membership
  • Adviser Extranet web based resource
  • Use of CII Assess system for CPD validation
  • TCF Centre software included for all member firms within the cost of membership
  • Guidance on adviser charge transfer processes and novation of legacy trail for new member firms
  • Where required by new members, we will provide assistance with:
    • Platform due diligence
    • Client Service Agreements
    • Investment solutions
  • AdvisaCenta (e-Value) integrated with Intelligent Office and provided free of charge to every adviser in the network
  • CII Corporate Chartered status available to firms meeting set criteria, with the annual fee paid by the network for firms attaining agreed production levels
  • Pensions Management Institute (PMI) Auto Enrolment Accreditation available to advisers
  • Appointed Representatives work under the network’s Consumer Credit Licence, further reducing costs for member firms

New Member Key Facts

whysense

  • Open, truthful, forward thinking with exceptional standards. What more could my clients and I as a business owner ask for.

    ”
    Stuart Belcher, Principal, Resolve Financial Solutions Ltd, Surrey
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  • Once again a very good session put on by Sense. Always book on these courses and happy from the learning outcomes

    ”
    Matthew Thompson, Independent Financial Adviser, Revolution, St Helens
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  • The content at all Sense meetings is very good. As an adviser developing a business, the input is particularly useful.

    ”
    Simon Weldon, Principal, Weldons, Fleet
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  • I have some experience of being with bigger networks. No one knew me or actually cared. This is not the case at Sense where it is very personal and you are made to feel part of a team.

    ”
    Darren Long, Principal at Engage Wealth, Chester
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  • Compared to where we came from Sense are light years ahead and adopt a “can do” approach to our business needs.

    ”
    Keith Robertson, Principal at Harrington Robertson, Cheshire
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