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A high-quality proposition delivered by a well-respected industry name
We’ve been in business for over 25 years, have assets of over £30m and have picked up numerous awards both for our propositions, and notably for our dedication to excellence in customer care.
Removing business risks
When you are starting your own business, risk can be an ever-present concern. Working in partnership with us in this way reduces the amount of risk you need to assume, as we take on responsibility for areas like compliance, and offer our lowest cost PI cover, freeing up your time and energy for client-facing activities.
Over the years we’ve witnessed the advent of many far-reaching changes in the financial services arena and gained a wealth of valuable experience in dealing with the Financial Conduct Authority. This enables us to deliver clear and timely guidance, support and practical help in ensuring advisers remain compliant. We are on-hand to deal with any queries or concerns you might have, either via our secure Extranet or by phone to one of our helpful and approachable compliance staff.
We know that the provision of quality and up-to-date research is key to servicing the needs of clients, but we also acknowledge that this can be a time-consuming activity for any firm. We keep advisers up-to-date and informed about market developments and provide continuous access to data on all our funds. Our help extends to providing the services of our team of paraplanners, as well as delivering technical advice on the suitability of specialist investments to specific client circumstances. All this is backed up by a comprehensive seminar and annual roadshow programme designed to provide additional skills training and help you keep pace with any changes in the financial services industry.
Our investment proposition is delivered 24/7 through a robust and secure platform portal that is easy to use, highly intuitive, cost effective for clients and benefitting from our considerable investment in research and development. Advisers who use our platform portal are very complimentary about the amount of administration it removes from the adviser, its speed of operation, and the many additional features that place it at the leading edge of technology in our industry.
We know that organising your own marketing materials takes time and money. Our proposition provides a wide range of ready-to-use materials that are fully compliant, including brochures, leaflets, newsletters, posters and advertisements which we will brand with your logo and contact details.
We never forget that ours is fundamentally a people business. We’re known for our open and honest approach in all our business dealings, and our teams pride themselves on being helpful and approachable on every occasion.