So, when is the right time to go Self-Employed as a Financial Planner?

I know 100% that this type of question is asked daily, I also know that being self-employed comes with risk. However, if life has taught me anything, if you do not try you will never know. Ask yourself this question, are you good at what you do? Of course you are otherwise you wouldn’t be doing it, correct? Do your customers love you? Of course they do, otherwise they would not be working with you and you’re probably gaining referrals.

Have you studied and taken many exams because you love financial planning? Of course you have. Have you sat on the tube or been in the car on the way home from a long day and visualised having your own company name above the door and being the driver of your own practice? I would hazard a guess that many of you have.

So, what is stopping you? I can tell you now, it is the fear of the unknown along with the cost but in some cases it comes down to confidence and questioning your own ability. Again, this is naturally normal.

The great news for many of you considering going self-employed, IRC works with a highly reputable IFA network who offer full support from start to finish. Similar to how advisers research the market for the best available product to suit someone’s financial needs we would like to think that the self-employed offerings we have are head and shoulders above the rest.

For more information, please get in touch with Lewis Greene who can support you through all stages.