Thousands of UK financial advisers are capped by their employer — not their ability. Discover self-employed IFA opportunities where your earnings, your clients, and your career are genuinely your own.
Thousands of employed financial advisers each year realise their earnings, autonomy, and career satisfaction are capped by their employer — not their ability. Self-employment changes that.
Retain a significantly larger share of the revenue you generate. Self-employed advisers with established client banks regularly earn £150,000–£300,000+, compared to employed counterparts earning £60,000–£90,000 for equivalent performance.
Your clients belong to you — not your employer. When you move, they move with you. Build genuine long-term relationships without restrictions, and create a client book that has real tangible value.
Set your own hours, choose your niche, work from wherever suits you. Many self-employed advisers structure their week around their life — not the other way around.
Your practice has value beyond your annual income. An established IFA business with recurring revenue can be sold, merged, or passed on — creating a retirement asset that employed advisers simply don't have.
As an independent, you're free to advise across the entire market — meaning better outcomes for clients and more opportunities for you, unhindered by restricted panels or house products.
Going self-employed doesn't mean going it alone. The right network provides compliance support, back-office infrastructure, technical expertise, and peer community — so you can focus on advising.
The earnings gap between employed and self-employed advisers is significant — and widens considerably as your client base matures. Here's what the data tells us.
Indicative figures based on OrtusPSR market data. Individual results vary based on experience, client base, and location.
A new era of financial planning powered by AI tools and a client-centric philosophy. This firm provides self-employed advisers with technology-enhanced workflows, a growing referral pipeline, and genuine autonomy over how you work and what you charge.
Rare opportunity to join a boutique London practice with an existing high-net-worth client pipeline. Self-employed structure with equity pathway. Ideal for an adviser with 5+ years experience seeking genuine independence and meaningful clients.
Challenge the traditional model. This firm operates a transparent fixed-fee structure that clients love — leading to high retention and strong referrals. Join as a self-employed planner with full back-office support and a ready-made compliance framework.
Start self-employed and earn equity. This growing practice offers a clear partnership pathway for high-performing advisers. Backed by paraplanner support, a strong referral network from professional connections, and a genuinely collaborative culture.
We've supported hundreds of advisers through the transition to self-employment. Here's how it works.
We start by understanding your current situation, goals, and what self-employment looks like for you — with no obligation and total discretion.
We tap our exclusive network to identify the firms, networks, and structures that fit your client profile, specialism, and earning expectations.
We facilitate introductions to selected firms and support you through the evaluation process — including contract review and terms negotiation.
We stay with you through the handover, helping ensure a smooth client migration and supporting your first months in your new self-employed role.
I spent 12 years as an employed adviser wondering why my earnings weren't reflecting my results. OrtusPSR helped me find a self-employed role with a brilliant network. In my first full year, I earned more than double my previous salary.
The support from OrtusPSR was excellent throughout. They really understood what I was looking for — not just a higher income, but genuine ownership of my work and my clients. I found exactly that, and I haven't looked back.
I was nervous about the leap. OrtusPSR walked me through the whole process, introduced me to the right firms, and made sure the terms were right before I signed anything. It's the best career decision I've made.
Ready to own your own Financial Planning business? This opportunity is designed for experienced employed Financial Advisers who want to transition into owning t
Self-Employed Financial Adviser – Market-Leading Tech & Full Client Ownership Are you an experienced Financial Adviser ready to take full control of your client
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Whether you're actively looking or just curious about your options, a confidential conversation costs nothing. Our team of specialist IFA recruiters will help you understand what's possible.
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