The solo £1m adviser firm

A million-pound turnover as a solo adviser...

For many, it feels unrealistic.Too stretched.Too operationally heavy. Too reliant on building a team.

But what if the maths and the model, were simpler than we’ve been led to believe?

150 client households.1% ongoing adviser chargeHousehold AUM between £300k and £1m+

You don’t need extremely wealthy clients.You don’t need hundreds upon hundreds of clients.And you don’t need to employ and manage a team.

What you do need is a strategic operating model.

Imagine running a £1m turnover firm without:

Hiring and managing staff, Firefighting admin, Carrying operational risk, Being the bottleneck, Maintaining processes and templates, Managing systems and back-office tech, Feeling permanently drained

That’s what Yoke does.

We provide a fully embedded, white-labelled operating model for financial planners.

We take responsibility for:

End-to-end client servicing,New client onboarding, Administration and implementation, Paraplanning, Front Office Support - Phones, Post, Optimising your processes and templates,Maintaining your tech stack and back-office operations

We become your operating partner, obsessed with client experience.

This is responsibility transfer.

Scalable revenue - Calmer operations - Higher capacity - Stronger margins - More life.

All for around 20% of your turnover.

No stress.No management burden.No energy drains.

More freedom.

Start your journey here

P.S. Most advisers don’t lack revenue potential. They lack operational capacity. The difference matters.