Why join us?

Milecross offers an award-winning proposition. With first class personal service and a team you can trust, we have 20 years’ experience in providing support and development to financial advisers throughout the England, Scotland and Northern Ireland.

Join our network and let us:

Make business easier

Support tailored to you – we offer back-office support, business development, mentoring, support with new starters and training – all to help you grow your business, your way.

Give you time back to do what you love

We can help minimise time spent bogged down with paperwork allowing you to concentrate on providing an excellent, bespoke service for your clients.

Release your potential

Grow your business by taking advantage of our competitive transparent fee structure, streamlined compliance, marketing campaigns and client contact strategies and our end to end business submission system.

What we can do for you

    • A competitive transparent fee structure built to help you achieve your goals

    • Local, hands-on support so you’re never operating alone day-to-day

    • Dedicated supervision and quality oversight to help you stay compliant and consistent

    • Structured training, CPD and competency support (including ongoing development and refresher activity)

    • Central admin / case processing support to reduce adviser workload and speed up submissions

    • Support with research and documentation to help you deliver clear, consistent advice files

    • Efficient end-to-end technology (CRM, fact find, online submission, tracking) to streamline the advice journey

    • Marketing support with compliance-approved content you can personalise for your client base

    • Ongoing client servicing support to help you deliver and evidence ongoing service effectively

    • Business development support including planning, activity focus, and pipeline discipline

    • Access to regular events and workshops to build skills, keep momentum, and learn from peers

    • Introducer / professional connections support to help you grow referral opportunities

    • Succession and long-term business planning support to help you build something valuable over time

Let's talk

Why does it work?

At Milecross, we have worked relentlessly over 20 years, building and perfecting a unique business model that delivers for everyone, not least our advisers who benefit from:

- A strong, dedicated leadership team committed to driving ambitious expansion

- A thriving network of advisers & businesses who feel motivated, valued & supported

- An exceptional regional team of loyal and committed support staff

- A collaborative and clear shared vision for the future

- An open, transparent & mutually beneficial relationship with Openwork

What our clients tell us

  • "Having been a client for many years. The reliability and professionalism is first class."

    Recent Client

  • “The best move we made going with Milecross Financial Services. Investments made on our behalf have paid off over the years and allowed us a worry-free retirement, enjoying life doing things we love doing. Thanks everyone at Milecross."

    Recent Client

  • “I would 100% recommend Milecross. We felt reassured that we had plenty of choice with arranging a mortgage that suited us. Every step of the way we were able to communicate and change our plans… always met with a positive attitude."

    Recent Client

Talk to us if you are: Interested in being part of a dynamic network Looking for a mentor Keen to move into wealth Want to grow your business Looking for exit strategy Seeking a rewarding collaboration to build your career and business

Let's talk