The Federation of European Independent Financial Advisers
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Below are details of FEIFA member firms who can assist EU advisers with clients in the UK, listed alphabetically.

Network: the UK company has a formal network structure in place. This will tend to be an appropriate approach where the number of clients and/or their value to the EU firm makes a long-term solution appealing or a necessity. It may also be relevant where the EU firm wishes to expand its operation within the UK.

Umbrella: the UK company can provide a regulatory licence to the EU adviser/advisory firm, the latter effectively operating as an AR of the UK firm. Once again, this will tend to be an appropriate approach where the number of clients and/or their value to the EU firm makes a long-term solution appropriate. As above, it may also be relevant where the EU firm wishes to expand its operation within the UK.

B2B: the UK firm and the EU company agree a relationship to manage the clients financial affairs. In essence, the UK adviser officially provides the advice to the client but the EU firm is “overseeing it” on a B2B basis. This is likely to be an appropriate approach where there are only a few clients concerned and the objective is for the UK advisory firm to eventually fully take over the relationship with those clients within a pre-planned timescale. In the meantime, it provides some continuity and comfort for the client.

Blacktower Financial Management/Nexus Global

Website: www.nexus-global.net
Contact: Paul Brown & Claire Irvine
Email: paul.brown@nexus-global.net and claire.irvine@nexus-global.net
Ways we can assist: Network / Umbrella / B2B
Notes: Nexus Global, a part of Blacktower, can assist EU firms with UK resident clients, clients returning to the UK, or new business opportunities within the UK.

McLaren Wealth Management

Website: www.mclarenwealthmanagement.com
Contact: Nicholas Chappell
Email: nrmc@mclarenwealthmanagement.com
Ways we can assist: B2B
Notes: The arrangement would have to be such that the client became directly advised by our firm from outset but with fee/commission splits on any new business.

 

RA Financial Planning

Website: www.ra-fp.com
Contact: Richard Alexander
Email: richard@ra-fp.com
Ways we can assist: Umbrella / B2B
Notes: N/A