Peritus Network
Your questions answered.

What type of advisers or firms do Peritus Network help?
We are able to accommodate competent advisers or appointed representatives with an established business and client bank. However, if you are looking to go it alone for the first time we can also provide an enhanced level of support for this too. We are happy to have a no-obligation conversation to talk about how this may work.

I have a number of Advisers working for me already, is your proposition just for sole traders?
No. We already work with firms of differing sizes and enjoy this variety. We'd be happy to chat, work out what support you need and come back to you with a solution and price.

I really enjoy coming up with bespoke investment solutions for my clients, will you take control?
We work with you to ensure that the advice you provide your clients meets their needs and objectives. Our common sense approach to compliance means that if the advice is suitable, well documented and meets FCA requirements, we will give you the scope to make these decisions.

How much flexibility does Peritus Network Offer?
As you will be self-employed you have the flexibility to work the hours you want when you want. We can also provide flexibility on our proposition to suit your needs We look for ways to meet our advisers and appointed representative needs.

I already have a trusted brand with a good following. Can I keep that?
Yes! Of course. We offer the choice to join us as an Appointed Representative firm, therefore, maintaining your brand identity. We can also allow you to join as an adviser under Peritus if you'd rather use the Peritus brand.

Is it easy to join Peritus Network?
Peritus have many years of experience in recruiting and authorising advisers and appointed representatives firms and therefore will complete all FCA applications for you to ensure authorisation is obtained as quickly as possible. Advisers joining under the Peritus brand can be authorised within a matter of weeks depending on how quickly the required recruitment checks can be completed.

What will Peritus Network cost me?
Our proposition is highly competitive and all-inclusive to make things as simple as possible. We generally work on a percentage of income basis with no additional fees or monthly payments to make. Tailored packages can be built to suit all firms depending on their needs and size. Speak to us to discuss how we can work together.

What does your proposition include?
Our proposition is all-inclusive. This means FCA, FOS, FSCS fees, PI insurance, sourcing systems, and CRM systems are all included. For most Advisers and Appointed representatives, we also don’t require a minimum level of business or any monthly costs*.

What systems do I have to use?
As part of our proposition, we include market-leading software XPlan Mortgage, Dropbox, and electronic money laundering verification checks. Sourcing systems are also included.

*Bespoke packages are available for multi-adviser appointed representatives, higher turnover advisers or advisers where business levels are lower which may involve a monthly contribution. Please contact us to discuss this further.