Peace of mind
Don’t risk your future - we’ll take responsibility for the business you write
Being an IFA opens a whole new world of opportunities, not least the increasing income streams and a more credible proposition to your clients.
M&E have spent nearly 20 years helping tied advisers make the move to become an IFA, whether this be as a new firm, or joining an existing member firm. You needn’t worry about the move - we’ll help you make the transition and provide you with a robust training ground introducing you to the whole of market products and getting you started.
How we’ll help you get started
Initially we will guide you through the robust support - invaluable to new IFAs - including training on research technology, the sales process and how to prepare documentation for your client.
Agencies will be set up for you with providers and you will receive ongoing support, with visits and meetings from the Training & Competence team.
You’ll also have access to the member extranet where you will find all the support you need to get started from documents and sales aids through to pre-approved letters to send to your clients announcing your new status.
‘Since becoming an IFA I have quadrupled my income!’ Alok Dhanda, ex-Canada Life
‘They made the transition from tied to IFA very easy for me’ Gary Boyack, ex-Friends Provident
‘The technical support is invaluable - there are specialists from each product category’ Eugene Jennings, ex-Axa
Want to know more?
To find out more about moving from Tied to IFA, download our brochure by simply clicking here 
