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Source Financial Ltd

Overview:

We are a dedicated Independent Financial Services company, directly regulated by the Financial Services Authority (FSA). With an enviable track record of success and profitable business growth Source Financial Ltd continues to attract successful and hard working Financial Advisers to join forces with our business.
Whilst running your own IFA practice / business it’s easy to become so involved and tied down with day to day tasks and servicing clients needs, that you don't have the time to check that your current package / deal is still competitive in the market place or indeed if there is a better option for yourself?
Source Financial understands that running your own business is not without risk and challenge's. It provides the umbrella and close support to enable you to minimise risk factors and allows you to focus on what you do best, advising clients and helping them to achieve their goals with maximum efficiency.
Source Financial provides a flexible approach to individual Advisers own particular needs and wants. Source lets you 'run a business within a business'. The companies founding Directors having all previously held senior management and sales roles, pride themselves on their ability to help people reach their full potential and achieve their own personal goals and the all important work /life balance.
Our research tells us that our current team of IFA'S write on average an amazing 86% more business than those attached to the major networks. The reason for this is that Source Financial allows them to get on with running their business, whilst being there to help in the background if need be.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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