introduction
Why going solo isn’t always the best option
As independent financial advisers (IFAs), building a successful practice can be challenging without the backing of an Independent Financial Adviser network. Operating solo often means carrying the full burden of regulatory compliance, administration, and client management on your own.
Without network support, the financial pressure can quickly grow. Rising professional indemnity insurance premiums, compliance fees, and operational costs reduce profitability. At the same time, keeping up with regulatory change and market developments becomes increasingly time-consuming.
For many IFAs, going alone limits growth rather than enabling it.
Moreover, without a reliable support system, staying informed and competitive in a constantly evolving market becomes a daily struggle.
Compliance burden
High costs
Administrative overload
Lack of market insights
Compliance support
We manage the complexities of MIFID II compliance on your behalf, allowing you to stay fully compliant without the hassle. Our dedicated compliance team ensures that you meet regulatory requirements seamlessly, so you can focus on what truly matters—serving your clients.
Cost savings
Cornerstone leverages its network to provide IFAs with access to reduced rates on professional indemnity insurance and other essential services. By joining our network, you can lower overhead costs and allocate more resources toward growing your business.
Streamlined operations
Our comprehensive support structure simplifies administrative tasks, reducing your daily workload. From client management to paperwork, Cornerstone’s tools and resources help you operate more efficiently, freeing up time to focus on business growth.
Insightful market research
We equip you with up-to-date market research and industry insights, giving you a competitive edge. With Cornerstone’s analysis and resources, you can make informed decisions and provide valuable guidance to your clients without the need for extensive research.
Join Cornerstone and Thrive
Unlock your potential with a network that works for you
At Cornerstone, we’re more than just a network—we’re your partner in success. By addressing the unique challenges IFAs face, we empower you to focus on what truly matters: building your client relationships and expanding your business.
You won’t be alone—join a strong, supportive community that will stand by you every step of the way. Experience the freedom, support, and resources that come from being part of a network dedicated to your growth.
FAQ
Popular Questions
Yes, we provide, Fact Find, TOB and example Suitability Letters.
Cornerstone has passport permission rights for MiFID II to operate in the EU.
This is entirely optional if you wish to be an explicit member.
No, unless you obtain the appropriate qualification.
Our onboarding process is straightforward and efficient, designed in two phases. In phase one, we get your firm up and running quickly so you can start processing business right away. Phase two involves onboarding with the regulator, which we’ll explain in detail during your initial appointment.
You’ll receive a comprehensive introduction to our back-office systems, providing a complete overview of the tools dedicated to supporting your business. Additionally, we offer ongoing training to ensure that you and your team stay current with regulatory updates and industry changes.
Cornerstone was built by IFAs, for IFAs. Our leadership team brings extensive experience in the financial services industry, having successfully navigated financial crises and established a strong, trusted reputation over the years.
Any regulated business that is conducted in the jurisdictions where you have Cornerstone contracts needs to be placed via our network and follow our regulated processes.
Book an introductory call to learn how we can support your business. Simply fill out the contact form, and a member of the Cornerstone team will reach out to schedule an appointment.