Join Pete White of White Choice and Mark Richardson of CDR Insurance on 14 October at 7.30pm for an honest conversation about what the first year really looks like.
From funding and support to having more control over how you work, they’ll share what they considered before starting, what they learnt along the way and what they would tell brokers thinking about doing the same.
For Mark Richardson, starting CDR Insurance was partly about having more control over how he worked.
“The only way I thought I could get that freedom back again is to go and allow me to start our own business. And it’s certainly delivered that.”
Mark Richardson, CDR Insurance
Pete White found that the support available changed his view of how much he would need to take on himself.
“All of the things that you probably think you’ll have to do yourself, there is large support available at Momentum.”
Pete White, White Choice
The practical realities of starting a brokerage, from the early decisions to building sustainable income.
Funding, financial planning and managing the period between leaving salary and building the business.
Pete and Mark will talk about the areas where support has made a difference and what they still wanted to control themselves.
More control over your time, your clients and the way you want to build the brokerage.
The lessons Pete and Mark learnt in their first year and what they wish they had known beforehand.
There’ll also be a live and confidential Q&A, giving you the opportunity to ask Pete and Mark the things you actually want to know.
If starting your own brokerage is something you’re seriously considering, this session gives you the chance to hear directly from people who have already done it.
Empowering independent brokers.
Momentum Broker Solutions
Press House, Narborough Wood Park, Desford Road, Enderby, Leicester LE19 4XT
© Copyright Momentum 2025. All Rights Reserved.
Momentum Broker Solutions Limited is a limited company registered in England & Wales No 07267159. Registered Office: Press House, Narborough Wood Park, Desford Road, Enderby, Leicester, LE19 4XT. Authorised and Regulated by the Financial Conduct Authority.
