Our Services, Source Financial Ltd.

What can Source Financial Offer Me?

Source charge no fees to belong too and share in the Group
Your Financial Service Levy is paid by Source
Professional Indemnity Cover is paid by Source
Smooth easy transfer and joining process
Uplifted commission rates across the range
Leading commission rates typically around 80% of 100%
Lifetime renewals / Trail fees paid
Company Share Options
Simplified training and competence scheme
Full compliance & backing via a website support program
Access to all product providers
Remote training and personal business development
Free business software
You can trade under your own / current name trading style
Lead Generation programmes
A fun and friendly environment
Succession planning & acquisition

We are very proud of the fact that our retention of Advisers is virtually 100%.

One of the reasons for this is that we try and make sure that you are right for us as much as we are right for you. We don't take just anyone! The successful partnerships we have built are a testament to that.

We know that most Advisers will look at a number of different factors when considering a move, and more often than not it's got a lot more to do with back office support and business processing than just hard cash!

We do have a market leading commission structure but it's backed up with the bits that really do let you write more business or simply be able to strike a better work life balance.

Source Financial Ltd
Source House
10 Middle Street
Taunton
TA1 1SH

For further information, please contact Peter Trotman on:

Tel 01823 351818

Mob 07940 316478