Working as a self employed IFA gives you the independence to build your own business and serve clients on your own terms. With the Fintuity IFA Network, you’ll also gain the technology, compliance support, and business resources you need to maximise your success and increase your self employed IFA earnings.
Join the Fintuity IFA Network and take your career as a self employed IFA to the next level. Our digital-first network gives you the tools to streamline your workflow, attract new clients, and grow your practice. From compliance support and paraplanning to advanced technology, we help you save time and focus on delivering expert advice. With competitive splits and no monthly fees, you can maximise your self employed IFA earnings while enjoying the independence of being your own boss.
Who We Are
Our Mission
Whole of market
Give your clients access to whole-of-market products, providers, and solutions — ensuring they always receive the best possible advice from you as their self employed IFA.
Modern client experiences
Our Adviser Hub integrates fact-finding, risk profiling, KYC, document signatures, and a seamless client app. This allows every self employed IFA to deliver efficient, accessible, and modern advice experiences.
Innovation
The Fintuity IFA platform harnesses digital technology to streamline wealth management, improve efficiency, and reduce costs. We empower self employed IFAs and their clients with a smarter, more scalable way to manage financial advice.
Access a full range of investment products — from asset management to alternative investments — through the Fintuity IFA Network. Whether you are exploring self employed IFA jobs or looking to boost your self employed IFA earnings, our network gives you the tools, technology, and support to grow your business as a successful self employed IFA.
With Fintuity’s IFA network, you benefit from uo to 85% revenue split, covering PI insurance, full administrative support, paraplanning services, and cutting-edge technology—all at no extra cost.
As a self-employed financial adviser, your time is valuable. Fintuity’s back-office support handles compliance, reporting, document preparation, and provider coordination, ensuring your practice runs smoothly and efficiently.
Our free-to-use Virtual Adviser tools help you onboard clients faster, capturing essential client details in a simple digital format before your meetings. This tool also enhances front-end lead generation, assisting clients in identifying their financial advice needs.
Manage your entire financial advisory business through Fintuity’s award-winning digital IFA platform. Our system integrates CRM, automated workflows, and real-time performance tracking, centralizing client acquisition, engagement, and retention.
Gain access to a centralized pool of high-quality leads generated by our specialized marketing team. With Fintuity’s IFA network, you have the flexibility to subscribe or unsubscribe from lead-generation campaigns based on your business capacity and focus areas, helping you manage your workload efficiently.
Operate your business as a self employed IFA with minimal overhead while delivering clients a seamless digital experience. The Fintuity IFA Network equips you with cutting-edge tools to enhance engagement, portfolio tracking, and efficiency. From onboarding to reporting, our platform helps you grow your practice, unlock new opportunities for self employed IFA jobs, and maximise your long-term self employed IFA earnings.
Client Portal and Dashboard
Our digital IFA platform offers a comprehensive client portal, providing a unified view of all financial products. This enables real-time portfolio tracking, secure document exchange, and direct communication between advisers and clients.
See Platform Demo
End to end LOA processing
Our automated Letter of Authority (LOA) tool streamlines administration by managing the entire process for you. Generate LOAs via Fintuity, track real-time updates, and receive a comprehensive data harvest sheet for record-keeping.
Meeting Transcription and AI Notes
The Fintuity IFA network’s integrated booking system automates client-adviser interactions, managing scheduling, transcription, and AI-powered meeting notes to optimize your workflow and ensure seamless communication.
Interactive Fact Finding
Streamline your workflow with our interactive fact-finding tool, designed to efficiently identify and prioritize client objectives and risk profiles. This user-friendly solution enhances the client experience while ensuring accurate insights and saving you valuable time.
Fintuity is more than just an IFA network — it’s a complete service solution designed for the modern self employed IFA. Our streamlined digital platform allows you to focus on client relationships while we handle compliance, reporting, and onboarding. Whether you’re comparing different self employed IFA jobs or looking to increase your self employed IFA earnings, Fintuity provides the technology and support to help you succeed.
Efficient Client Onboarding
Our streamlined digital onboarding system simplifies adding new clients, ensuring a seamless and high-quality experience from day one.
Full Admin Support
The fully digital Fintuity IFA platform reduces the need for physical infrastructure, helping you minimize overhead costs while maintaining operational efficiency.
Enhanced Client Satisfaction
Offer a modern, transparent, and accessible financial advisory service that meets the expectations of today’s clients, delivering a seamless user experience through digital tools.
Discover new horizons
of client growth.
Direct contacts
bd@fintuity.com
Address
128 City Road, London, EC1V 2NX