Helping Self-Employed Business Owners

Generate Leads, Increase Sales & Maximise Profits
So They Can Do More Of What They Love With Who They Love

30 inspirational ideas for you to generate more leads...

Welcome to Financial Pro

Financial PRO is the UK’s leading independent training company for advisers and business owners created by award-winning mortgage & insurance broker and business coach, Gary Das.

If you want to attract your ideal client, streamline your processes, build a high performing team, and increase your sales without having to figure it all out on your – Financial PRO would love to support you!

Our mentees and clients include everyone, from sole traders to 7-figure business owners, from all areas of financial services. Whether you are an IFA, mortgage adviser, or insurance broker, Financial PRO helps you achieve more both professionally and personally. We do this with education, support, empowerment, accountability, and an existing, high achieving community. 

Read more about how we can help you build a more successful business.

Hey PRO! I’m Gary Das – the founder of Financial PRO. I own an award-winning brokerage, Active Financial, in the UK and I’m a coach and mentor to hundreds of financial services advisers across the industry.

My book, The Self-Employed Mortgage Guide, is a double Amazon bestseller. 

The Financial PRO podcast has over 200 episodes, more than 160,000 downloads and was awarded the number one financial services podcast in 2020.

My absolute passion is developing your knowledge to build a more successful financial services business, so you can do more of what you love with who you love. If your business is not currently providing you with a lifestyle that makes you happy, the income you require, the growth you want or the time you need, I know I can help you.

Please take the time to check out the website, our news, download my free resources, listen to my podcasts, and join the most relevant communities.

“Now is the time to become PRO.” – Gary Das
Perseverance, leads to Results, which creates Opportunity

Accredited CPD Provider

Financial PRO is officially recognised as an Accredited Provider with the CPD Standards Office. Our course delegates can be issued with a CPD Certificate of Attendance for inclusion in your CPD records for your professional body, institute, regulator, or employer. Read more

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We've helped hundreds of successful mentees

Our clients love us because we help them get results!

Financial Pro | Build a successful financial services business
Financial Pro | Build a successful financial services business