A man and woman having a meeting

Route to Principal

Investing in the Principals of our future.

Investing in the Principals of our future.

A Financial adviser with a couple

What is Route to Principal?

Are you a principal successor being considered to take over the business you advise in?
A successful adviser aspiring to run your own business?
Contemplating practice buy-outs?

Route to Principal is a fast-track programme designed to provide core development, funding opportunities, and consultancy to support those who aspire to become Principals of their own financial advice firms.

Structured development, funding opportunities & intensive support

Opportunity

Whether you're already part of a succession plan or looking for an opportunty to set up your own firm, our Route to Principal programme is here to help you take the next step

Confidence

Building a successful business can be enormously rewarding - this programme is designed to provide you with the confidence and expertise to achieve your ambitions in a fully supported environment.

Structured development, funding opportunities & intensive support

Whether you're already part of a succession plan or looking for an opportunty to set up your own firm, our Route to Principal programme is here to help you take the next step

Building a successful business can be enormously rewarding - this programme is designed to provide you with the confidence and expertise to achieve your ambitions in a fully supported environment.

Route to Principal 12-month programme structure