About - FP Advance


Professional Adviser magazine rated me one of the Top 50 Most Influential People in UK financial services on three occasions.

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I ran my own financial planning business for 14 years in Australia, taking it from:

An old-model
insurance business…
To a new-model financial
planning business…
Right through to a personal
sale and exit

I’ve worked it from A to Z, and since 2004 as a business consultant to advisers in the UK, I’ve helped many of them do it too.

I help Financial Planners take the headache out of running a business, so that they can get back to doing what they love; looking after their clients.

​I’m famous for my “Little Black Book” of powerhouse contacts; the industry gems who support you with compliance, marketing, practice management, HR, technology, outsourced paraplanning and administration. Need a connection? Just drop me a line, I’m happy to help.

I’ve spoken at conferences for The Personal Finance Society, the Million Dollar Round Table (MDRT), the Chartered Institute for Securities and Investment (CISI), and the Financial Planning Institute of Southern Africa (FPI).

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

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I write regularly for some of the UK’s leading industry publications, including New Model Adviser, Money Marketing, and IFA Magazine. My newsletter, full of inspiring free business tips, has the industry frothing for each weekly post.

When you work with FP Advance you work with me, Brett Davidson, directly. I practice what I preach. I’m straight talking and get to the heart of an issue quickly. There’s no beating about the bush, just a focus on helping things improve.

Ask my clients – what I teach works.