Download - CDG Recruitment Presentation JULY 2014_v1
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Recruitment Presentation
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Who are Charles Derby Group?
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History
Established 2009
90 advisers by end of 2010
Charles Derby Wealth Management (CDWM ) formed mid 2010
Charles Derby Group formed June 2011
400 advisers today - Largest AR within Intrinsic/Old Mutual Wealth
Second largest face to face advisory brand in the UK
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Adviser Coverage
7 Divisional Managers
6 Area Managers25 Sales Managers
Midlands & Wales South WestNorth East North WestLondon & South East East AngliaScotland
The Charles Derby Group Head Office is based in Meopham, Kent
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Charles Derby Group
Charles Derby National
Restricted/IFA
Trading as Charles Derby
Charles Derby Enterprises
14 Enterprise
Businesses
Charles Derby Network
30 Intrinsic AR’sUnder Master Agency
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Choose Your Advice Style Proposition
Restricted
Restricted Plus
Independent
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Restricted Panel
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Mortgage Panel
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Regulatory Fee
Charles Derby can pay all your fees£525 monthly license fee (CRM, Pension club etc included)Business cards
No Indemnity fees
No Personal Indemnity Excess!!
All you will need is a Data Protection License (£35 pa)
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Leads – Client Appointments
We provide you with pre booked appointments
Booked and confirmed
In post codes that you want to build your business
At a time to suit you
Pension / Protection and Mortgage
They are your clients
Appointments controlled through our CRM system
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Additional ways to generate leads & build your businessAuto Enrolment (AE)WillsPeak Performance AccountantsBarrister IntermediaryOwn MarketingExisting Client’sLocal ContactsFriends & FamilyProfessional ConnectionsSocial Media
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Commission
Paid as a % of gross commission to Charles Derby
Charles Derby generated lead pays you 30%
Additional business from Charles Derby lead pays at 50%
All self generated leads pay you 70% (Including On-going Servicing)
Clients are yours from the first sale
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Systems
Work Bench
OfficeWeb
360 Lifestyle
Charles Derby Portal www.cdg247.com
Charles Derby TV www.charlesderbytv.com
iPad & iPhone Apps
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Embracing Technology
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Support & Marketing
We are here to help you
Procedures – process to follow keeps it simple
Compliance safety net
Procedures keep you safe and compliant
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Induction Process
Process
Where
When
Cost
Support -Firm Development Coach
Route and Time to CAS
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Ongoing Support To Help You Succeed
Charles Derby Structure
Sales Manager
Team Ethos
Training & Development
Team Meetings
Charles Derby Academy For Further Development
Embracing Technology
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Charles Derby In The News
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Finalists
2013 Best Recruitment &Development Award
2014 Best Professional Development Award
Embracing Technology
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Finalists
2013 Best Recruitment &Development Award
2014 Best Professional Development Award
Embracing Technology
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Nominated
Rising Star Of The Year Award
Embracing Technology
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Plans For The Future
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Current Total Manpower
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Jul-13 Jan-140
50
100
150
200
250
300
350
400
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Production
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Jul-13 Jan-140
200000
400000
600000
800000
1000000
1200000
1400000
1600000
1800000
2000000
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2014 Adjusted
Jan-10 Jan-11 Jan-12 Jan-13 Jan-14 Jan-15 Jan-160
200
400
600
800
1000
1200
Dec 2015£100 million gross
income(5% EBITDA)
= £5 million profit
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P/E Ratio & Valuation
Hargreaves Lansdown 21/1St James’s Place 15/1Towry Ltd 25/1Cavanagh 27/1 Sold to Close Brothers for £26m (£12m turnover, £970k profit, £1.4b FUM)
Charles Derby Group 25/1Valuation: £5m x 25 £125m+ Enterprise Businesses
Embracing Technology
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Adviser Ownership Equity Participation Scheme
£250m company valuation£75m Equity Participation Scheme (30%)£75m divided by 500 advisers = £150,000 avg per adviserBased on joining now, pro rata = £120,000 for adviser
Advisers joining
IPO
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Equity Participation Scheme – Lock in
Payment Schedule post IPO
EPS paid over three years e.g. £120,000
60% in year 1 = £72,000
20% in year 2 = £24,000
20% in year 3 = £24,000
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Thank You & Questions