Home - FP Advance

FINANCIAL PLANNERS
Love your business. Fulfill your potential.

Get started

Being a great financial planner doesn’t make you a great business person. But I can.

You’re an ambitious, client-centric financial planner who wants to break through to the next level.

But you’re juggling too many business demands and are stretched too thin, so you’re underperforming.

And you’ve lost the love for your business and don’t know why that is or how to change it.

I get it.

I’ve spent the last 18 years of my life helping financial planners fall back in love with their business, to achieve personal fulfillment and transform the trajectory of their business journey.

My signature programme, Uncover Your Business Potential turns great financial planners into great business people and creates the resilience that independently owned firms need to survive and prosper.

Get the ONLY newsletter
UK financial planners read every week

The best free content in the profession!
—Phil Young, Industry legend

You’ll also get instant access to our free guide How To Move Your Business To The Next Level

FREEBIE - How To Move Your Business To The Next Level

Why I Created Uncover Your Business Potential Online

With the costs of industry levies and professional indemnity insurance rising at an astronomical rate, many independent adviser-owners feel threatened.

And I hate that.

Independently owned firms provide the highest quality advice and the best customer care. They should be the dominant business model, not fighting for survival.

Adviser-owners work with me when they want to:

  • Take things up a notch (or three)
  • Improve their processes and their team
  • Sell the business 3 years or more into the future
  • Hand over control to a successor or family member
  • Have more fun at work
  • Make the final phase of their career their best ever

Ready to take that next step?

Download How To Move Your Business To The Next Level. The step by step guide on taking your business to that next level of brilliant.

GIVE IT TO ME NOW

I met Brett when we were an 8 person, £200M asset business. He was the catalyst to our morphing to £2BN.
—James Roberts - Partners Wealth Management
I felt that suddenly someone was actually speaking my language and really understood the challenges faced in financial planning firms. Brett’s common sense approach, straight talk and level of support has been a real game-changer.
—Shona Barr, Affinity IFA

How I Can Help You

A 3 year programme, with personal access to Brett, that teaches adviser-owners how to build a brilliant financial planning business. It’s like an MBA for the owners of financial planning businesses.

  • Feel more in control
  • Fall in love with your business again
  • Gain confidence to make the tough decisions when you know they’re right
  • Fast track your success by avoiding the obvious mistakes that EVERY adviser-owner makes on their journey
  • Assemble the right team around you – so you can focus on what you love and are good at
FIND OUT MORE

Affordable answers to your most pressing business challenges

Learn how to:

  • Plan and execute like a pro
  • Niche your business for faster growth
  • Demonstrate your value clearly and simply
  • Price your service perfectly
  • Understand your financials and make better business decisions
  • Simplify an over-engineered advice process Market your business effectively
  • Build your perfect support team
FIND OUT MORE

Free Content

The UYBP programme literally supercharged our progress. We rapidly gained clarity on our business plan and the steps we needed to take. Our clients now receive a full-fat and outstanding financial planning experience that’s built on a solid and sustainable business foundation. UYBP has transformed our business across the board.
—Tracey and Derek Evans, Juno Wealth Management