Access FS outlines five-year adviser growth strategy

Access Financial Services (Access FS) has set out a five-year growth strategy focused on expanding its adviser community and developing new talent.

The firm added that the strategy will also aim to create more business opportunities for advisers, as well as invest further in technology and data.

Access FS’s founder and chief executive, Karl Wilkinson, outlined the strategy to the company at a recent company event, setting out five areas that will drive the next stage of the business.

These are growing its community of experienced advisers, generating more centrally managed business opportunities, relaunching the Access Academy, expanding into wider financial services and increasing the use of technology, data and artificial intelligence across the business.

Wilkinson stated: “Access has always been built around a simple idea: if we help our advisers build better businesses, Access grows with them. Our five-year strategy is about putting more behind that idea and creating even more opportunities for advisers to grow.

“We want Access to be one of the best places in the industry for an adviser to build a business - whether they are already experienced, joining us with an established business or taking their first steps into the industry.”

The firm currently works with around 280 advisers, with plans to significantly grow its adviser community over the next five years, while continuing to create opportunities for new entrants through the Access Academy.

Wilkinson concluded: "We want to attract experienced advisers and firms that are looking for a business that can genuinely support their next stage of growth.

"At the same time, bringing new people into our industry remains extremely important to us. The Access Academy will provide a structured route for new advisers to enter the profession, develop and build long-term careers."



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