Lionsgate Financial Group provides value, transparency and an unparalleled level of service to advisers.

Value

A Flat Fee per month.

Advisers are entitled to 100% of all fees and commissions earned.

This is achieved by our Directors operating the group in a cost effective manner, ensuring the savings are passed to its members..

Transparency

All commissions, fees and overrides are passed to our advisers.

The Approved Product List is independent and flexible.

Additional services such as Insurance Administration, Paraplanning, Practice Development and Software are available by choice.

Unparalleled service levels

Our Directors encourage advisers to call them on their mobile phones as the primary contact point for all questions and requests.

We are dedicated to building a strong profitable business, rather than a large saleable group. This will be achieved by:

- Ensuring quality advice

- Evolving our processes as result of adviser and consumer feedback

- Efficiency through technology & The development of long term relationships

 
Entitlement
  • Authorised Representative status
  • Professional Indemnity cover
  • Access to training and support
  • Access to Managed Fund, Share and   Insurance research
  • Flexible and extensive Approved
      Product List
  • Fortnightly commission run
  • Access to the Lionsgate Online Social   Network
  • Kaplan Online CDP
  • Six monthly file checking
  • 100% of all commission and adviser
      fees earned