Our Offering
GrowthHouse offers financial advisers the ability to operate as an independent intermediary, giving you the freedom to run your own practice with the security of a larger company structure. You enjoy the benefit of:
- Multiple contracts
- Various product options
- Strong chassis of support
As a dynamic, multi-faceted, independent brokerage with multiple provider contracts and category licensing, you will have access to a range of providers and financial solutions. This gives you the independence and freedom to choose which providers you would like to work with, offering your clients more options and solutions, and ensuring that you are able to build trust with your clients by meeting their individual needs.
2 | Ease of business
The GrowthHouse structure will give you the guidance and support to assist you in elevating your business in the following ways:
- A comprehensive onboarding process that includes email set up, office telephone number, desk and digital business card
- Support for book transfers and opening of codes with product houses
- Full administrative support with a strong back-office structure
- Dedicated support from various providers
- Broker Consultant introductions and support
- Set up on all GrowthHouse tools
- Pricing advantage for programmes and tools through being part of a larger organisation.
3 | Practice management
We provide the following operational services to ensure you have an efficiently-run practice:
- Compliance and risk management
- PI cover
- Payroll system
- A bespoke commission tracking system
- State of the art FNAs and CRM system
- Data analytics
- A referral system for the business you do not want to specialise in while still earning a portion of commission
- Tailored solutions for learning and training to provide CPD points and accreditations
4 | Marketing and communication support
Create awareness of your personal brand within our powerful national brand by:
- Co-branding opportunities and marketing toolkits
- CRM
- Monthly newsletters
5 | Contracting flexibility
We provide flexibility as we hold multiple product licenses, giving you:
- The ability to operate as a GrowthHouse Group Intermediary
- The opportunity to run your own practice within the larger company structure
- Attractive, tiered commission structures
6 | Succession planning
As part of our ongoing support, we will assist you in developing an exit strategy that will give you the peace of mind that the business you’ve built, will be taken care of in future.
- Well thought-out succession plans on death, retirement or disability
- Guidance on how you can increase the value of succession through book enhancements
- Robust, objective business valuation tool
1 | Independence
GrowthHouse offers financial advisers the ability to operate as an independent intermediary, giving you the freedom to run your own practice with the security of a larger company structure. You enjoy the benefit of:
- Multiple contracts
- Various product options
- Strong chassis of support
As a dynamic, multi-faceted, independent brokerage with multiple provider contracts and category licensing, you will have access to a range of providers and financial solutions. This gives you the independence and freedom to choose which providers you would like to work with, offering your clients more options and solutions, and ensuring that you are able to build trust with your clients by meeting their individual needs.
2 | Ease of business
The GrowthHouse structure will give you the guidance and support to assist you in elevating your business in the following ways:
- A comprehensive onboarding process that includes email set up, office telephone number, desk and digital business card
- Support for book transfers and opening of codes with product houses
- Full administrative support with a strong back-office structure
- Dedicated support from various providers
- Broker Consultant introductions and support
- Set up on all GrowthHouse tools
- Pricing advantage for programmes and tools through being part of a larger organisation.
3 | Practice management
We provide the following operational services to ensure you have an efficiently-run practice:
- Compliance and risk management
- PI cover
- Payroll system
- A bespoke commission tracking system
- State of the art FNAs and CRM system
- Data analytics
- A referral system for the business you do not want to specialise in while still earning a portion of commission
- Tailored solutions for learning and training to provide CPD points and accreditations
4 | Marketing and communication support
Create awareness of your personal brand within our powerful national brand by:
- Co-branding opportunities and marketing toolkits
- CRM
- Monthly newsletters
5 | Contracting flexibility
We provide flexibility as we hold multiple product licenses, giving you:
- The ability to operate as a GrowthHouse Group Intermediary
- The opportunity to run your own practice within the larger company structure
- Attractive, tiered commission structures
6 | Succession planning
As part of our ongoing support, we will assist you in developing an exit strategy that will give you the peace of mind that the business you’ve built, will be taken care of in future.
- Well thought-out succession plans on death, retirement or disability
- Guidance on how you can increase the value of succession through book enhancements
- Robust, objective business valuation tool