Moving to a different business is not something that you should do lightly. You need to assess everything from the details of the hard elements of the proposition such as restraints of trade, remuneration model, product supplier contracts, “in-house” products and house views, to softer elements such as management’s attitude, culture, reputation and strength of the brand.
We provide you with the best tools and solutions in the market, while you run your own practice
You get the comfort of working with a business that is part of the Old Mutual Group – a trusted brand that has been around since 1845
The people in the management and support team have an average of more than 20 years experience in financial services
Our business model has been designed as an ecosystem so that we have access to everything we need. This means that you don’t need to do everything by yourself or pay for things that aren’t necessary
New regulations such as the Conduct of Financial Institutions Bill (CoFI) and the Retail Distribution Review (RDR) are currently being implemented. These regulations are explicitly intended to transform the financial advice industry into a profession where clients have better outcomes. However, the regulations go beyond professionalizing the industry and they are forcing many companies to review their underlying business models.
We looked at these regulations and saw that there was a gap in the market for advisors and planners who want to be “IFAs” but don’t want the burden of increasing compliance. While our legal structure is essentially the same as many other large or corporate brokerages, our ethos is quite different. We have built a business for people who want to run “IFA practices” rather than becoming “corporate brokers”.
We choose to be simple and transparent. Our value proposition is available online and there are no hidden terms and conditions.
We choose to respect all our advisors and give everyone the same great deal. There is one remuneration model, and nobody cross-subsidizes anyone else.
We choose to treat customers fairly by giving our advisors access to products from all major providers, across all lines of business.
We choose to avoid all conflicts of interest. We have no in-house products, nor have we built rebates of any kind, into our investment options. This means our advisors can always recommend the best solutions for their clients, rather than being swayed by house-views.
We choose to treat our advisors well so that they don’t want to leave, rather than locking them in with restraints of trade.
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Join as an Individual
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Build a Franchise
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Join a Franchise
As an individual advisor, you remain in complete control of your practice.
This means that you make all the choices around your clients, your staff, your premises, your office infrastructure and the solutions that you will recommend to your clients.
At any point in the future, you can easily start your own Franchise or move into an existing Franchise should you want to.
And the best part is that you can maintain or build your own brand in conjunction with Fairbairn Consult.
This is a fantastic option for an entrepreneurially minded person who wants to build a business within a business. Owning a Fairbairn Consult
Franchise feels like owning your own brokerage, except that you don’t have to worry about several compliance matters.
In a Franchise, you remain in control of your infrastructure, how your advisors run their practices and how they get paid. This means that you can create an environment that your advisors love.
All Franchises can be co-branded with Fairbairn Consult.
Fairbairn Consult has Franchises around the country and new advisors have the option of joining one of these rather than joining Fairbairn Consult as an individual.
This is ideal for an advisor who wants to focus on their clients while someone else manages the business.
