Business in a Box
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Being widely-acknowledged as successful and forward-thinking business people, we understand the climate in which advisers operate, and the many challenges they face. We also understand what it takes to start a new business. That’s why we believe that our carefully-planned Business-in-a-Box solution and our well-researched Restricted Advice Proposition provide the perfect combination and meet the needs of advisers and their clients.
The Business-in-a-Box solution has been developed with advisers like you in mind. It provides a short cut to ‘being your own boss’, but with all the support and help you need to make your business a success. You’ll trade under your own brand – so you’ll need to start thinking about what you’ll call your business! We’ll help you with your business plan, your IT equipment and funding (subject to status), as well as a complete suite of pre-written marketing material, literature, stationary and even social media posts, all with your firm’s brand and details.
Our training will help you market your business and support you as you build your client base and reputation while attending our programme of professional development events will allow you to gain your full CPD requirements for each year.
It really is a Business in a Box – but remember, it’s your business.