What does year one of running your own insurance brokerage really look like?
Recorded live on Wednesday 14 October 2026, this session looks at the reality of the first year for UK commercial insurance brokers who start their own business.
Hosted by Alistair Body, the conversation features Pete White of White Choice and Mark Richardson of CDR Insurance. Pete is five years in and started without a book of clients. Mark is four months in. Both share what it took to go from an employed role to running their own brokerage.
Together, they discuss the questions many brokers face before starting: what holds people back, how much personal runway to plan for, where the money really goes, winning the first clients, client ownership, contract terms, non-competes, funding and compliance.
You will also hear how Momentum Broker Solutions supports independent insurance brokers through its UK-wide Appointed Representative network, made up of over 110 members, helping Broker Partners retain their clients, protect their independence and run their businesses in the way that works for them.
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