ATTENTION: ESTABLISHED MORTGAGE & FINANCIAL ADVISORS WHO ARE READY TO SCALE

Systemise & Scale Your Financial Services Business Faster Than Ever… Even If You’re Overwhelmed And Struggling To Keep Up Right Now...

Using a proven 3-step framework top advisors use to streamline their operations, reclaim precious hours, and achieve consistent growth - without sacrificing your personal life or burning out.

You didn’t start your financial services business to feel trapped in a whirlwind of admin tasks and unpredictable sales.

 

Yet, here you are - working countless hours, buried under a mountain of paperwork, and wondering when you’ll finally have the time to focus on growing your business.

 

Sound familiar?

 

Likely.

 

What you might not recognise is just how dangerous this is.

 

Small to medium sized financial services business can get overwhelmed, and swallowed up…

 

Making critical mistakes that destroy reputations…

 

And lose clients to more organised, more automated businesses.

 

Notice I didn’t say better businesses.

 

Because they’re not.

 

They just have more support with their systems and processes.

 

But that’s something I can install into your business in a matter of WEEKS.

 

What happens then?

 
Imagine your calendar effortlessly filling with high-quality client appointments every month without endless manual follow-ups.

Picture yourself doubling your monthly revenue and profit with more freedom and clarity.

Rob Barkess

"One email. £43k pipeline. 120 replies and counting — this system just works."

Elliot Beesley

"Automation changed everything. The detail in SAS will level up your business."

Dean Vaughan

"One system. Zero overwhelm. Automation & confidence on social fixed everything."

All while having the time to focus on what matters:

  • Scaling your business

  • Spending precious moments with your family, or

  • Finally taking that long-overdue trip to a warm country

This future is closer than you think.

 
With strategic guidance and well-placed systems, your business will be unrecognisable (along with your life and bank balance).

 

We’ve been where you are.

 

And we spent decades doing the heavy lifting, trialling and testing what does and doesn’t work.

 

Since then, we’ve helped hundreds of financial service professionals like you escape the chaos of inefficient processes and turn their businesses into efficient, revenue-generating machines.

 

With our proven 3-step system, you’ll gain the freedom and control you deserve, without burnout and, best of all, without the stress.

 

Ready to reclaim the hours you spend chasing your tail, boost your income, and enjoy the lifestyle you wanted to build when you started your business?

 

The Systemise & Scale Accelerator is here to make your vision a reality.

 

Join us, and we’ll help you do the rest.

“Is Systemise & Scale Accelerator for me?”

If you’re thinking something along those lines, let’s clear things up a little.

 

SAS has been carefully crafted from years of experience in the financial services industry.

 

If you’re a Mortgage, Financial, Commercial, and Insurance Advisor who is:

  • Feeling overwhelmed by admin tasks and unpredictable leads, wishing for a simpler, more efficient way to operate.

  • Dreaming of automating your workflow to free up precious time for growth-focused activities that actually move the needle.

  • Eager for steady, predictable income while delivering an exceptional client experience without the never-ending stress of chasing leads.

  • Desiring more freedom, aligning your business success with personal goals, whether that’s more family time, travel, or simply peace of mind.

  • Wishing for less stress so you can finally run a business that thrives, even when you’re not there, giving you the flexibility you’ve always wanted.

Then, the Systemise & Scale Accelerator is for you.

We work long-term with serious mortgage and financial advice businesses to help them double revenue, increase profit, and create real operational freedom.

Some of our clients have been with us since 2019.

Others join us for 90 days and choose to stay long-term – 91% of clients renew and work with us for longer.

Because the systems work.

The strategy works.

And the growth is sustainable.

Karl West

"£20k deal last month, 3x ROI so far — and we’re in SAS for the longer term."

Rachael Panteney

"500% growth. 11 weeks off. 29-hour weeks. The business now works for me."

Sam Clarke

"I stalked Gary for years and wish I’d done it sooner - the community is next-level."

When it comes to most financial service businesses, there are generally three problems that need to be addressed:

1: Inefficient Systems & Processes

Be honest, how many hours a week do you waste on tasks that could be completely automated?

 

If you’re like 99% of the financial professionals I’ve coached, you probably can’t even imagine the opportunity that lies just in this one change.

 

All that manual work drains your energy and robs you of the precious time you could spend building your business.

 

Imagine having a system to handle all your leads, follow-ups, lead management, and client onboarding without you lifting a
finger.

 

With SAS, you’ll have exclusive access to Active CRM. Click to learn more about active-crm.co.uk

 

Once we’ve built automated systems to do the heavy lifting for you, you’ll have peace of mind that your business is growing even if you
take a day off.

 

From automated sales pipelines to workflows, we’ve got you covered.

 

You’ll FINALLY feel safe to have a day off without checking your phone every 10 minutes!

2: Inconsistent Lead Flow

Ever feel like you’re not pulling in the right kind of leads?

 

You know, the ones I’m talking about, unqualified time-wasters who aren’t a good fit for your business.

It’s exhausting and stops you filling your calendar with clients you want to work with.

 

With our help, this’ll be a thing of the past.

 

You’ll have the strategies, systems and confidence to attract the right people who want to work with YOU.

That means less stress, higher revenue, and clients who value your advice - who doesn’t want that?

3: Unpredictable sales

Most financial service businesses live life going through cycles of feast and famine.

Some months, you’re on top of the world, and others, you struggle to make ends meet.

 

But it won’t be that way with SAS at your side.

 

We’ll help you set up a scalable lead nurture system and simple appointment funnel to convert leads into booked calls like clockwork - whether you're active or not.

So you can wave goodbye to the stress and anxiety you’ve been feeling lately.

Your Path to Doubling Revenue and Freedom

If you ignore these issues, hoping they’ll go away.

 

They won’t.

 

You’ll see other financial service professionals running the type of business you’ve always dreamed of. And, instead… You’ll be in the same situation you’re currently in.

So let’s change that.

By joining SAS, you’ll have everything you need to take your financial service business from:

“I can’t believe I had to cancel dinner tonight; I need to work late as I’m swamped with paperwork.”  

…To

“Sure, I can meet you for dinner - I finished early today.”  

It’s time you stopped dreaming of the stress-free, profitable business you want and made it a reality.

 

Here’s how SAS can help you get there:

1. SCALABLE SYSTEMS - Run smoother, scale faster

Clarity, consistency, and automation that free up your time and remove chaos.

Chaos kills growth. By streamlining your operations, you create a business that runs without relying on you.

Save hours with tailored workflows that handle lead generation, follow-ups, and client onboarding.

Focus on growth while your business runs smoothly in the background.

2: AUDIENCE & AUTHORITY - Become known and in demand

Build a brand that attracts and positions you as the go-to expert.

Get hyper-specific about who you help, what you help them with, and why it matters.

Say goodbye to low-value leads.


Build a system for creating high-value, consistent content that educates and attracts keeping your pipeline full and your business thriving.

3: SUSTAINABLE SALES - Convert consistently and grow profitably

Convert more leads, generate more revenue, and close with confidence.


Create a steady stream of warm leads who are already interested in what you do - making sales conversations easier.

Most leads aren’t ready to buy immediately - but they will be, if you stay top of mind.

With our appointment engine, a simple, scalable way to connect, qualify, and convert leads without feeling salesy or pushy eliminating sales inconsistency.

4. Active CRM

Manage everything seamlessly in one place.

Automate your sales pipeline, track leads, and streamline marketing, giving you more time to scale.


Click to learn more about active-crm.co.uk

5. Personalised Unlimited Coaching

Get tailored guidance through group sessions and one-on-one calls.

Our team will keep you accountable and help tackle your business’s unique challenges.

6. Action-Oriented Workshops

Implement strategies fast with hands-on workshops.

From CRM setup to high-converting emails, you’ll see results without the guesswork.

7. Resource Library, Playbooks & Templates

Access ready-made templates and playbooks to accelerate your growth without wasting time “reinventing the wheel”.

Available on your computer or via the SAS Mobile App. We call it "The Gym."

8. Exclusive Community

Join a network of like-minded financial service professionals for support, accountability, and collaboration via our private members’ area and WhatsApp group.

“Hmm, I’m not sure it’ll work for me.”

I hear you. There are so many online “gurus” promising the world and can’t deliver. Thankfully, we are not like that.

 

But don’t take my word for it.

 

Meet Rachael…

Rachael is a financial adviser. Before she joined SAS, she said:

"Before Gary, I banked income at £56,346. Business was steady but lacked direction."

While steady isn’t something to be snubbed at, it’s not where she wanted her business to be. We identified a few areas in which her business could improve.

  • Strategic Focus: Rachael prioritise the tasks that moved the needle. By streamlining, she could work smarter, not harder.

  • Team Expansion: With our support, Rachael has built an efficient team. She no longer feels overwhelmed or stretched too thin; her team can drive growth and give her the freedom to step back when needed.

Here’s what Rachael had to say:

"Best ever month now, officially £35,925. To think that I only wrote £46,789 in the whole of 2018, this feels very surreal (admittedly I was also wrestling a baby that year, but still - this is what growth looks like!) I wouldn't be here, with my business thriving, without Gary’s guidance and support.”

Rachael’s success becomes even more impressive when you see she 3.5x monthly revenue, retired her husband, and built a high-performing team.

 

Imagine being able to retire your loved one so they no longer need to work. Talk about a complete turnaround.

 

And.

 

It gets even better. All this was achieved while reducing working hours for a better work-life balance.

Rachael has 11 weeks holiday and typically works 29 hours per week.

“But Rachael Is A One Off...?”

I can see why you might think that.

 

But we’ve helped hundreds of financial service professionals do exactly the same.

 

Here’s what other professionals have achieved with SAS:

"We went from £4k to £10k/month, became AR, and I finally feel like a business owner, not just an adviser."

➡️ Scaled 2.5x in 6 months · Operational clarity · Scaling again

– Dean Vaughan, Mortgage Broker

"In just a few months, I’ve structured my business, brought in support, and seen revenue increase by over 80%."

➡️ From £10k to £18k+ · Built structure, team, and brand

– Ben Grandi, Mortgage Advisor

"SAS gave me the clarity and systems I was missing. I’ve gone from £5.5k to £15k/month with confidence."

➡️ 3x growth · Automated systems · Stronger delivery model

- Luke Mcdonagh, Mortgage Advisor

"From inconsistent appointments to £28k in 90 days. I’m finally running the business I always wanted."

➡️ Equity Release Leads · Protection-led scalable firm

- Siobhan Heard, Adviser

"I was at £17k/month – now I’m over £30k. The systems gave me space to build a business around my life."

➡️ +£13k/month in 90 days · Team building

- Simona Minikaitiene, Mortgage & Insurance Advisor

"One email. £43k in business, with plenty more in the pipeline. That’s the power of this system – it just works.

➡️ Pivoted into scalable brand · Recruit An Advisor

- Rob Barkess, Mortgage Advisor

"Doubling revenue, hiring a PA, and finally having time back. SAS and Active CRM helped me take control of the day to day so I can think about adding Financial Advising."

➡️ Doubled income · Delegated delivery · Fully systemised

- Elliot Beasley, Mortgage Adviser

"From £15k p/m to £26k/months within 6 months. The automation setup saved me hours every week. I’m no longer chasing leads - I’m focused on scaling."

➡️ Streamlined operations · Time reclaimed · Growth-focused

- Alex Macintyre, Financial Advisor

How Long Is Systemise & Scale, And What’s The Cost?

The average starting monthly revenue of our clients is £5,845 per month.

They come in with traction – they scale with transformation.

Systemise & Scale is a long term coaching and consulting relationship.

It begins with a 90-day Love It or Leave It period.

If you’re not blown away, you can walk away.

But 91% of our clients renew.

Because it works.

Whether you’re booking high-quality clients, reclaiming your time, or boosting revenue, the results you’ll get will speak for themselves.

And The Investment…?

Change doesn’t happen overnight, but with long-term focus, the right support, hands-on coaching and powerful implementation of the proven SAS framework — your business will transform.

We’ve made it easy to invest in your business’s future with options that suit your needs:

Option 1: Pay in Full: £2,200 (one-time payment)

Save and commit to your business growth upfront.


Option2: Pay Monthly: £850/month for 3 months

Spread out the cost and make it manageable while transforming your business.


Active CRM Access: is an additional £150/month

Includes unlimited contacts, funnels, automations, calendars, and everything you need in one place to Systemise & Scale.

Click to learn more about active-crm.co.uk

All Prices include VAT.

Your investment isn’t just another programme fee; it’s the first step toward transforming your financial services business into a well-oiled machine.

One that boosts profit, reduces stress and gives you the freedom you’ve always wanted.

Best Of All, It’s Risk-Free

90-Day Love It or Leave It Guarantee.

If you fully implement the programme, use our playbooks, attend the weekly coaching, ask for help when you need it, book your 1:1 calls and don’t achieve measurable growth, we’ll continue supporting you until you do.

Measurable growth means one or all of the below:

  • Live CRM and automations.

  • Clear niche/content attracting followers & leads.

  • Increase in monthly revenue.

  • More predictable sales pipeline.

  • Team onboarding or delegation.

Spots are limited. Let’s build your scalable, lifestyle-aligned business together.

Don’t miss your chance to transform your financial service business.

Ben Small

"Tripled my leads with video and structure. If you can commit, just bloody do it."

David Hogg

"2.5 months of consistent content and I’m finally seeing real traction and referrals."

Alex West

"From 2 people in a bedroom to a team of 7 - Gary & the community got us here faster."

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