Options For Advisers
Operate from home or in a local office – we have adviser offices in many major towns and cities in the UK.
We offer access and support for a full range of financial solutions – investments, pensions, protection, and mortgages – so you can operate across a range of products or specialise. We also have various services to maximise residual income including trustee services and general insurance.
You can choose to operate as:
- A registered individual of Bates, under a national brand, either
- from your own office or home
- from a fully serviced branch office
- Your own name or brand as an appointed representative of Sage
The table below highlights the benefits of each. A further option is to operate as part of one of the Bates Enterprise practices, which have their own trading names and set their own individual terms and support services for advisers. Whichever you choose we will support you with the broad range of Money Portal services.
Bates - Branch
Fully supported environment to operate as a professional adviser
- Fully serviced office with IT hardware and meeting facilities available
- Dynamic sales environment with IFA colleagues
- Support of experienced regional management team
- National brand and PR
- Access to full Marketing services and lead generation
- Access to expert in-house product research
- Your risk controlled as RI status
Bates - Work from Own Office
Operate as part of a national business, and enjoy the flexibility and efficiency of using your own office
- Work from your own office, access support and tools over the web
- Support of experienced regional management team
- National brand and PR
- Access to full Marketing services and lead generation
- Access to expert in-house product research
- Your risk controlled as RI status
Sage - Individual Appointed Representative
Operate as an appointed representative within a quality service environment
- Work from your own office, access support and tools over the web
- Have your own trading style, run your business the way you want
- Freedom and benefits of appointed representative status
- A long established and successful regulated service provider, building solid relationships with IFAs
- Profit share scheme
Plus all the benefits of being part of Money Portal
Practice buy-out / Pragmatic compliance / Dedicated training and competence team / Market-leading mortgage proposition / Personal development / No restrictive panels / IT services / Adviser website / Option to specialise – investment, mortgages, corporate
Rolling out: End to end IT solution / Model portfolios / Support to develop your own practice
