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Structure, systems and operational support for advisers building independent businesses.

Start a conversationHow it works

The work around advice

Advice is the part clients see.

Behind it sits administration, provider paperwork, compliance files and client transfers, and that work grows faster than the business does.

Growing administration
A support team progresses cases with you.
Compliance files
Coordinated, so nothing waits on you alone.
Provider paperwork
Access through relationships Lawsons already holds.
Client transfers
Moved across on a planned schedule.

What stays yours

Your brand, your clients and your advice stay yours.

Lawsons runs the operation behind them, and says plainly where its part stops.

Three ways to work with Lawsons

One operation behind all three. What changes is whose name is on the door.

01 / 03

Appointed Representative

Build and trade under your own brand.

For
Advisers building a business with their own name on the door.
Lawsons supplies
Administration, compliance coordination, provider access and onboarding support.
Stays yours
Your brand, your client relationships, your advice.
Talk about this route

Lawsons Partners Consultant

Trade under an established name instead of building one.

For
Advisers who would rather not build a brand from scratch.
Lawsons supplies
The Lawsons Partners brand, with operational and compliance support.
Stays yours
Your clients and how you advise them.
Talk about this route

Exit Strategy Planning

Plan a handover that protects clients and value.

For
Advisers planning succession, a partial step back or a full transition.
Lawsons supplies
Structured planning for continuity and transfer.
Stays yours
The decision, the timing and the terms.
Talk about this route

How a move works

  1. 01

    Initial conversation

    How you work now, and what you want to change.

  2. 02

    Application and due diligence

    The checks both sides need before agreeing to work together.

  3. 03

    Provider access

    Access set up with the providers you need.

  4. 04

    Client transfers and setup

    Clients moved across on a planned schedule.

  5. 05

    Ready to operate

    You trade, with support in place.

Timings depend on your circumstances. You get a realistic plan in the first conversation, not a headline number.

How we check who joins

Everyone in the network is checked properly.

Independence only works if you can trust the people around you. Every adviser firm goes through the same gate, and nothing is switched on until it has been passed.

  1. 1

    Introduction

    We learn about your firm, its principals and how you work today.

  2. 2

    Background and standing

    Identity, professional background and standing of the firm and the people who run it.

  3. 3

    Agreement

    Terms agreed and signed before any access is given.

  4. Approval, recorded

    A recorded decision to admit. Until it exists, no systems, provider routes or brand assets are released.

  5. 5

    Ongoing review

    Once live, files are reviewed on a regular, risk-based rhythm.

Seen enough to want the detail?

Start a conversation

About

Built for advisers who run their own businesses.

Lawsons Network AG works with independent financial advisers and handles the operation behind them.

Lawsons does not advise your clients. You do.

Start with a conversation.

Tell us where you are now.

We’ll arrange a call and give you a straight answer on whether one of the three routes fits, even if the answer is no.

We use your details only to reply to you. See our privacy notice.

Prefer email? info@lawsonsnetwork.com · +41 41 551 01 05