We enjoy near on 100% retention of Advisers at Source Financial - we believe this is not only because we are selective when inviting people to join us, but also because, having joined us, the Adviser sees that we at Source Financial Ltd, deliver what we say we'll deliver.

“Having left Investment Strategies in March 2004, I was obliged to find a new network, IFA firm, or become directly regulated. Over a period of 3 months I explored three networks four IFA Firms and direct regulation.
 
None of the IFA firms or the networks inspired any confidence whatsoever. It was not until I made contact with Source through recommendation that I felt sufficiently assured by which to commit and join the team - for me they “ticked all the boxes”

Two other members recommended source to me and to date their recommendation has proved to be sound. Source has a compliance regime that is thorough without being oppressive. They have definitely struck the right balance. The commission payment system and administration of Source is the responsibility of Adele Trotman. Her work is tireless and the members could not find a more committed and patient person.

Barry Spiller administers the commission system. He is very obliging and accommodating, the commission payments are always timely and accurate. On the very odd occasion where the Provider has sent me the commission details and Source the payment only, the commission department has gone to great lengths to ascertain to whom the commission is entitled.

The Directors are extremely positive and committed to the members of Source. They are both affable and a pleasure to work with. I don't think I have ever left a message for any member of the Source management without it being returned; I do enjoy that sort of old fashioned reliability, a courtesy that is now all too often missing in commerce. In conclusion I have no hesitation in commending Source and the management to you.”

David L. Haxby

"I joined Source Financial Ltd in Feb 2005 and would be happy to recommend them to prospective new recruits. Before I joined Source, I felt that it was getting harder & harder to write business because of unnecessary constraints for an ever decreasing amount of commission.

Now, I feel that I have the freedom to run & develop my own business as I see fit, within reason. The commission share is simple & straightforward & I am more than happy with it. Before I joined Source, I did wonder if I would be able to generate enough work under my own steam but I have actually written more business since joining them!"

Bob Farrington

"An excellent company offering a first class friendly service treating each member as a true professional"

John Hooper

"What can I say other than - it's a complete package with no additional outlay.  It is backed up by the most efficient commission payment system I have encountered. Add to this no targets or pressure to sell and you have a winning combination, it allows you to get on with the job with minimal interruption.”

Tony Lee