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by taking the headache out of running your financial planning business.

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More wins for your clients…
should mean more wins for you.

A great income and lifestyle, with time for family, friends… even yourself.

You help your clients achieve these things, but who’s making sure you’re on track too?

When you’ve unleashed your business’ full potential, there should come a point where:

The business
runs itself
You earn
what you’re
worth
Your business asset can be
sold for a premium price
(if and when you decide to sell)

Do you see other advisers achieve these things and think. “What are they doing that I’m not?”

Let me put your mind at ease.

It’s not a ‘you’ problem. You just need to know the right things to work on.

That’s where I come in.

I help the owners of Financial Planning businesses fulfil their potential.

My clients run the most respected, high-performing businesses in the UK, achieving success in a tough regulatory environment.

And you can be one of them.

I’ll help you identify your business sticking points and crush them, so you can take your business further and faster than you ever thought possible.

Want to get started? 

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It’s the ONLY newsletter UK financial
planners read every week.

Yes, Please!

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Set up a call with me

to discuss your business and
how to move it forward.

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Maybe do both (subscribe and set up a call). Speak soon.
I receive dozens of newsletters each week but the one I always look out for is Brett's regular update. It's like he's been peering into my brain.
—Alan Smith
Capital Asset Management
Brett and I meet for dinner twice a year and all he tells me is the great stuff I’ve already read in his newsletter. My advice? Skip the dinner and subscribe to the newsletter.
—Barry Horner
CEO Paradigm Norton Financial Planning
Brett gives great insights into what’s happening in the world of financial planning. From interviews with fellow planners, to practice management tips and book recommendations; his newsletter is a must-read for anyone serious about the profession.
—Amyr Rocha Lima
Holland Hahn & Wills