SOUND ADVICE
FOR BROKERS

empowering Brokers

We fully understand the unique challenges that brokers face and through our brokerage, Hampshire Independent Advisors, we offer a range of services uniquely designed to make your life as a broker simpler. We help you to work smarter too – so you can better serve your clients whilst always remaining on top of your certification and compliance admin.

Integrated
Partners

Any business goes through a series of growth spurts and, while the ultimate objective of any business is to grow, this is not always economically viable. It is at this stage that many Brokers start considering mergers or joining larger, more established operations, or networks, especially when there are guarantees of possible ownership and profit sharing.

Independent
Associates

For some, a partnership is not an option. Much like the Integrated Partner, however, growth becomes a challenge especially when one is wanting to embrace new, unexplored, and possibly expensive business offerings. These areas include specialist employment benefits, medical aid, high net-worth investment advice and actuarial support, as well as short-term offerings.

SUCCESSION
PLANNING

Recent instability again brought into sharp focus that it is no longer ‘business as usual’ for Financial Advisors as independents or part of a tied operation. As advisors ourselves, we understand that there is a good chance that you are seeking opportunities to add value and streamline your business whilst ensuring a measurable succession plan. Partner with Hereford Group to stabilise both your clients’ businesses and your own.

CONTACT US

How can we help grow, preserve or protect your wealth? Speak to a
Hereford Financial Specialist now.