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New blue sense

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As an Independent Financial Adviser (IFA), you can choose to conduct your own research and due diligence, or take advantage of our in-house expertise. We are here to support you and your firm with your chosen advice proposition.

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Proposition SupportIndustry leading guidance to support you and your firm with your chosen Advice Proposition.Read more
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Consumer Duty ExpertiseOur in-house experts deliver regular, step-by-step guidance around the critical and numerous Consumer Duty outcomes, as well as the other ever-changing regulatory requirements.Read more
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Novation & AgenciesEnsuring a smooth transition, with minimal disturbance to you, your clients and your ongoing revenue.Read more
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Competitive PII CoverIndividual underwriting for each firm, but with the costings of an umbrella policy.Read more
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Marketing SupportAccess to a suite of marketing content, as well as bespoke support on such areas as advertising, website development, SEO and more.Read more
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Fee & Commission IncomeOur Adviser Pay team will be your dedicated point of contact to ensure commission is paid to you without delay. Ongoing support is available.Read more
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Business DevelopmentDedicated support focused on
Increasing revenue including, Succession planning, Graduate recruitment, adviser academy courses.
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Case Review and T&CIn addition to proactive technical support, you will also receive regular, tailored 1:1 reviews with your T&C Supervisor.Read more
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Development ProgrammeYou will have access to in excess of 95 hours of CPD annually. This includes both face-to-face and virtual events.Read more
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iO Training & SupportBespoke iO training, tailored to meet your needs. Once training has been completed, you will then have access to a dedicated team to help you with any queries.Read more
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Routes To ExitWe will work with you to ensure the right route to exit for you and your clients, including support around practice buyouts.Read more
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A Like-Minded CommunityWe only partner with quality firms that will be positive additions to our community of Financial Advisers.Read more

Get in touch today.