Whether you specialise in pensions & investments, mortgage & protection, business advice or holistic financial planning, our cutting edge bespoke technology and support package allows you to deliver the very best service to your clients.
Power your financial services career
with Fintuity
Working as a self-employed adviser?
Our customers manage thousands of clients in the UK
A modern
client experience
Factfinds, risk profiles, KYC, Document signatures and more all integrated through the platform and client app.
Our business is focused on you, we’ll be giving you the tools to build and manage your client bank
A personal touch
to business development
Independent /
Whole of market
Giving your clients access to a full suite of advice across a range of financial solutions, products and providers.
Working with Fintuity
We help you automate, giving you more time to focus on your clients.
benefits
benefits
What can you expect as an adviser with Fintuity?
Competitive revenue splits with no monthly fee
Full Paraplanning & Administration
Full compliance package (inc. PII cover)
Options to receive leads
Award winning technology accessible 24/7
Financial health check and Virtual Adviser
Simple lead to client back office processing
Automated diary management and meeting requests
Integrated Docusign functions and KYC checking
Adviser and client side platform / app integration
Bring the wide range of our services to your clients
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A role with Fintuity is suitable for those working as a financial adviser, a mortgage broker, a protection specialist, or any other combination of client-facing advice roles.
We are a full independent, whole of market offering with a wide range of advice types supported including specialist advice areas.
We will provide as much or as little support as you desire. You have full control over the direction of your client bank growth as long as you maintain compliant businesses practices and work within the Fintuity brand guidelines
There are no set up fees and no monthly fees to pay to Fintuity, we work on a revenue share basis. Speak to us for more information.
You cannot work for Fintuity as an adviser under your own brand, however, we do have an AR (appointed representative) route available that would allow you to trade this way with many of the same benefits, get in touch for more information.
Ready to find out more about joining Fintuity?
Book a call with our partnership director at a time of your convenience for a confidential chat about your current situation and how we may be able to support you and your business.
Book a callback
Book a callback
