# Financial Solutions > A UK financial adviser network designed for advisers and AR firms looking to break away from restrictive networks, launch independently, or exit the industry through a structured succession process. Financial Solutions (a trading name of Financial Solutions Group Limited) was established in 2017 by James Priday, founder and CEO of P1 Investment Services. It is part of the PS1 Capital group, alongside P1 Investment Management and P1 Platform. The network is authorised and regulated by the Financial Conduct Authority. Financial Solutions Group Limited is an Appointed Representative of Prydis Wealth Limited. The network supports advisers at three stages: launching a new firm, moving to a better-fit network, and planning a controlled exit. It serves self-employed advisers, appointed representatives (ARs), and entrepreneurial planners who want independence with infrastructure. --- ## About Financial Solutions Financial Solutions partners with financial advisers who want to grow their business on their own terms. The network's stated mission is to empower advisers to break free from restrictive or poorly-suited networks, providing them with the tools, technology, compliance support, and commercial framework to build independent, profitable businesses. The network operates on the principle of being a partner to advisers, not a parent. Advisers can work as self-employed individuals with their own identity, or build an AR firm with a wider team. Key principles: - Adviser freedom: flexible models and robust compliance so advisers can focus on clients and growth - Competitive economics: market-leading pricing and value for money - Technology and product access: advisers retain full independence in how they serve clients while accessing market-leading technology and a wide product universe Financial Solutions is currently led by Managing Director Leanne Williams (subject to FCA approval), who brings over 20 years of industry experience including 14 years at Sense Network as Operations and Finance Director. The network currently supports 30+ IFA and AR firms. --- ## Who Financial Solutions Works With Financial Solutions supports advisers at three stages of their journey: **Launching** — Advisers ready to break away and build their own firm. Financial Solutions provides the infrastructure, compliance, and support to make independence a reality. This includes self-employed advisers with their own identity and AR firms building wider teams. **Exploring** — Advisers who are tired of a poor-fit network, overbearing hierarchy, sluggish compliance, dated technology, or poor support. Financial Solutions provides stability, better systems, and a culture that treats adviser firms as a priority. **Landing** — Advisers planning life after advice. Financial Solutions offers structured exit pathways, fair valuations, flexible succession, and a controlled exit that protects clients, staff, and legacy. --- ## Services ### Compliance Oversight Financial Solutions provides FCA compliance oversight for all network members. The compliance service is built to keep advisers protected and future-ready without unnecessary red tape. Under the Financial Solutions FCA umbrella, all recommendations, communications, and processes meet FCA standards. Key services include: - FCA supervision and oversight - Risk-based file reviews - Tailored policies and procedures - Financial promotion approval - Regulatory updates and briefings - Business and client protection The approach is practical and risk-based: proactive file checks, clear monitoring, and targeted guidance. This covers advisers at every stage, whether launching, scaling, seeking stability after corporate change, or leading an AR business. ### Technology and Client Experience Financial Solutions provides advisers with access to Wealth Pilot, a client portal platform. Features include: - Client-facing portal displaying valuations, documents, and information in one place - Clients can upload documents and update information, refreshing the adviser's CRM and triggering notifications - Advisers can apply their own logo and colour schemes to the Wealth Pilot client portal - Tools to adjust growth projections, inflation, toggle plans, and project payments and withdrawals - Attitude to Risk Questionnaire (ATRQ) allowing advisers to track client comfort levels ### Fee and Commission Reconciliation Financial Solutions handles fee and commission processing for network members. All fees and commissions are paid to Financial Solutions, which retains its share and passes the balance to the adviser after any monthly charges. Licences are billed monthly per person. Regulatory levies are recharged at cost. PI insurance is covered centrally — advisers do not need to arrange their own. ### Back Office Admin Support Administrative support services for adviser businesses within the network, designed to reduce the operational burden on advisers and their teams. ### Report Writing Suitability report writing support for network members, helping advisers reduce the time spent on documentation. ### Training and Development CPD and professional development resources for advisers within the network. ### Succession and Growth Planning Financial Solutions provides structured succession and exit planning for advisers ready to step back, as well as acquisition and business development support for those focused on growth. For advisers planning exit: - Structured exit pathways - Transparent and fair valuations - Flexible sale options - Seamless transition process - Client service continuity throughout For advisers focused on growth: - Acquisition facilities and business development support - Pathways to scale with ambition For advisers seeking stability: - Reduced compliance and admin burden - Medium-term succession planning for DA firm principals - Confidence that the future of their business and clients is protected --- ## Pricing Financial Solutions operates a fee-sharing model. All fees and commissions are paid to Financial Solutions, which retains its share and passes the balance to the adviser after monthly charges. Licences are billed monthly per person. Regulatory levies are charged annually based on adviser turnover across advice areas (mortgages, protection, investments) and are recharged at cost. PI insurance is covered centrally. Full pricing details: https://www.financialsolutions.co.uk/pricing --- ## Resources Financial Solutions publishes guides, articles, and checklists for advisers considering moving networks or launching independently. Topics include: - Five questions to ask any network before you join - Key contractual considerations for advisers looking to make a move - The Adviser's Breakaway Checklist: 12 things to get right before you move - How long does it take to move networks? - Being consolidated? How to break away with Financial Solutions Resources: https://www.financialsolutions.co.uk/resources --- ## Contact https://www.financialsolutions.co.uk/contact Financial Solutions Group Limited. Authorised and regulated by the Financial Conduct Authority (as an Appointed Representative of Prydis Wealth Limited). For UK financial advisers only.