We provide a complete business support solution for the forward thinking IFA. Offering an invaluable time saving solution and importantly, we allow the IFA to spend more time in front of their clients doing what they do best - providing advice.
Efficiency is the cornerstone of our business model and customer service proposition. The more efficient we are, the more efficient the IFA. The more business the IFA writes the more business we write. This cycle of efficiency is what we believe to be the key to success and ultimately a ‘win win situation’ for all involved.
Choose from our complete menu of services on a pay for what you use basis. If you are just starting out we can offer you assistance with business start up including branding (logo, stationery & website design) through to a network recommendation.
For the established adviser looking to control costs safe in the knowledge that they have a reliable and efficient qualified team behind them. We offer services such as full research and report writing through to investment strategy ideas.
Our common sense approach to report writing and client servicing will help IFAs develop into a modern adviser business ready for a strong future.
It could be time to take a fresh look at the way you run your business.
We are focused on making it easier for IFAs to serve their clients compliantly and successfully in the post-RDR world.
We ourselves are not required to be regulated by the FCA – we are not providing the advice, only supporting the advice, for which the IFA is ultimately responsible.