Charlie Sassi's Contact Details

Charlie Sassi's Company Details

Financial Ltd

Cheltenham, England, United Kingdom • 51 - 200 Employees
Financial Services

Welcome to the network that gives members the freedom to run their own businesses within a rigorous compliance framework, providing peace of mind for them and their clients.We support advisers in all areas of their business. We guide them through compliance management and work with them to check that their clients are getting the best advice. We also provide technical support and help our members to meet the wide range of regulatory requirements plus much more, all within a framework that gives our members the freedom and flexibility to run their business the way they choose.Our values of humility, integrity and discipline are at the heart of our business and our members are selected to reflect these. These values drive our objective to operate a network that is transparent and designed to have the best interests of our members' clients at its heart.HISTORYFINANCIAL Ltd's birthday is 15th February. When the first member of the Hybrid-Network signed his forms on that day in 2002 he explained his simple need to founder Charlie Palmer: he wanted to exit his current adviser firm & get up and running as an independent financial adviser firm and Financial were in a position to apply directly to the regulator.Several adviser firms joined and then, the defining moment of our Network approached... All our members began to ring up to chase their commission. We realised then that the only way forward was to work on fees only and get the adviser commissions paid direct to the member. We soon realised that we had invented the UK's first and only HYBRID Network, and in late 2008 we realised that our proposition was transforming an industry struggling to cope with regulation introducing a change from a commission to a fee based model too.For further information please visit: www.financial.ltd.uk