Authorisation
Access multiple FCA Authorisation (Advisory, Open Banking) options as an Appointed Representative.
Back Office Services
Full back-office support services include agency, revenue, reporting and regulatory management
Adviser Services
On-demand including paraplanning, business development, marketing and investment services
Compliance
Dynamic compliance framework and risk management model with proprietary PI insurance
Systems & Technology
Access a systems suite with everything required to run an advice business and client process.
Succession Planning
Access succession planning and support services to plan and execute a business exit and retirement.
Business Growth Programme
Firms benefit from a growth programme to support business growth and value creation.
Community & Events
Firms join a community of like-minded financial advisers and owners with national event schedule.
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