Setting up your own business

Prepared for professional advisers only. There are multiple options available for financial advisers when it comes to deciding how you want to practice - whether it's joining a national or network, a local firm, or taking the independent route.

Establishing your own firm involves obtaining direct authorisation from the Financial Conduct Authority (FCA). While this process may be more challenging and requires a higher level of responsibility and compliance, it offers advantages such as increased independence and flexibility.

In this episode, Nathan McKerlie, the partnerships manager at Albemarle Street Partners, engages in a conversation with Craig Atkins from CA Financial, located in Sevenoaks, discussing the journey of starting his own business and the rewards and obstacles it brings.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

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Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.