Invicta Financial Partners
Are you interested in joining us?
We are committed to building strategic partnerships that align with our client-focused values so whether you’re looking to build your own brand identity, grow your client base by focusing solely on client relationships, expand the range of services you offer, or start planning for retirement or selling your business, we have a proven track record of building long-term relationships with like-minded individuals.
What will I get if I join Invicta Financial Partners?
Backed by a dedicated team of professionals, our progressive business approach is well placed to foster growth at every step. Here are some of the key features and benefits that will help you unlock your potential:
As an extension of our brand, you'll have the option to operate under a trading style, allowing you to build on this identity.
We provide regulatory oversight, technology, administration and business development, so you can focus on delivering exceptional service to your clients. We’ll offer you the advice and support you need to deliver your chosen business plan.
Our Client Review team will prepare your client review pack, including valuations and performance updates, so you're fully equipped for your meetings.
You own your clients, and if you decide to leave, you're free to take them with you or choose to retire your business with us.
Whether you’re a retiring IFA looking to leave your clients in trusted hands, or a business owner seeking to merge with a larger financial planning business that can handle some of the commercial and regulatory burden, we welcome inquiries from those who share our client-focused values.
Professional Partners
We all know that clients tend to receive the highest level of service when their professional advisors collaborate and work closely together.
By fostering strong partnerships between financial planners, accountants, legal professionals and other specialists, we can ensure a more holistic approach to their needs. This collaboration provides seamless advice, helping clients achieve their needs and objectives with confidence.
The Invicta Financial Group has a proven track record of established relationships with like-minded advisory firms, including solicitors, legal professionals and trustees. These strategic partnerships are rooted in mutual respect and a shared commitment to delivering the best solutions for clients.
To assist clients with their wider requirements, we regularly connect them with skilled professionals in other fields to ensure they receive comprehensive support. Likewise, we are always pleased to receive client referrals for those in need of advice in relation to investments, pensions, mortgages, commercial finance or business insurances.
For further information, please feel free to call us on 01892 725115 or contact your Invicta adviser.