Running a Directly Authorised (DA) mortgage and protection firm can be rewarding, but it also comes with constant pressure. Balancing ever-changing regulations, managing a growing pile of administrative tasks, staying ahead of technology, and building your client base is no small challenge.
For many experienced advisers, the reality is that too much time is spent on compliance and paperwork, leaving less time to focus on clients. This is why more DAs are taking a closer look at the Appointed Representative (AR) model, and why HLPartnership is becoming their network of choice.
Why DA Advisers Consider the AR Route
The move from DA to AR is often driven by a number of common challenges.
Regulatory pressure. The FCA continues to introduce complex requirements such as the Consumer Duty. Managing these alone demands time, resources, and specialist expertise, which takes your focus away from advising clients.
Administrative overload. From back-office tasks and technology upkeep to ongoing professional development, the workload is constant. With the right network, much of this can be streamlined or handled for you.
Keeping up with technology. Investing in, maintaining, and securing modern systems can be expensive and time-consuming for smaller firms.
Lack of peer support. Working independently can sometimes mean missing out on dedicated sales management, shared knowledge, and collaborative opportunities.
How HLPartnership Supports Your Success
HLPartnership offers a complete solution for DAs who want to simplify operations and grow with confidence. Our aim is clear. We take on the complexity of regulation and administration so that you can concentrate on building client relationships and delivering great outcomes.
Specialist compliance support. Our proactive compliance team helps you meet every FCA requirement, including the finer details of Consumer Duty. We handle the heavy lifting so that you can focus on client advice.
Bespoke adviser-focused CRM. At the heart of our service is a powerful, intuitive CRM designed specifically for mortgage and protection advisers. By streamlining processes and reducing administration, firms joining us have reported saving up to seven hours in a single day.
Marketing that works. Access compliance-approved marketing resources, digital content, and practical guidance to help you attract and retain clients.
Regional Sales Manager engagement. You are never on your own. Our Regional Sales Managers offer personalised support, regular contact, and strategic input to help you make the most of the network.
Extensive product choice. Benefit from a broad panel of lenders and providers so that you can always offer the right solutions to your clients.
A connected community. Join a network of more than 1,000 advisers, with active peer groups, events, and opportunities to share knowledge and experience.
Making the Move from DA to AR Simple
We understand that changing models can feel daunting. That is why our transition process is clear, structured, and fully supported from start to finish. From your first conversation, through application and onboarding, our team is there at every stage to make the move as smooth and efficient as possible.
Refocus Your Time and Energy
If you are a Directly Authorised adviser looking for robust compliance support, technology that saves you hours, effective marketing, and a community that shares your ambition, HLPartnership is ready to help.
Contact our recruitment team today to find out how moving to the AR model with HLPartnership could transform your business.
