Private Client Consultancy
Empowering Independent Financial Advisers with the Tools, Support, and Freedom to Thrive Internationally.
At Private Client Consultancy Wealth Network, our mission is simple: to empower financial advisers to build more effective and successful businesses.
We provide the infrastructure, tools, and support that independent financial advisers (IFAs) need to overcome the challenges of running a business—whether it’s navigating compliance and regulatory hurdles, managing operational costs, or establishing strategic partnerships.
Our focus goes far beyond just offering a compliance umbrella. We help advisers break through the “4 barriers to entry”: legal, technical, strategic, and brand awareness, so that they can thrive in today’s fast-evolving financial services landscape.
Whether you’re a new venture or an established business, the Private Client Consultancy Wealth Network is designed to future-proof your practice, giving you the freedom to operate independently while providing full support for growth and sustainability.
With access to IDD, MiFID, and FINMA licensing, we ensure that you remain fully compliant and competitive, allowing you to legally serve clients across the EU, Switzerland, and the US—even post-Brexit. Additionally, we offer exclusive product partnerships, insurance bonds, and platform solutions to expand your client offerings and help you stand out in a crowded market.
Our DNA is built on four core principles:
The secret of getting ahead is getting started.
If you’re an IFA looking to expand internationally and take your business to the next level, Private Client Consultancy Wealth Network is here to support your journey.
Join a network that prioritises your success and provides the foundation for a thriving and profitable business.
Contact us by filling out the form to learn more about joining our network.
Get notified about new articles, latest changes and much more
