18 December 2024
Supporting financial advisers every step of the way
Whether you’re part of a team or on your own, get the help you need with compliance, paraplanning and more, so you can stay independent and focus on giving your clients the very best advice.
Are you…
Hear from
our advisers
You need to know whether we’d be the right fit for you, so don’t just take our word for it. Here's what some of our adviser partners have to say about their experience with us.
0 %
of our members would recommend us to other advisers.
0 %
supportive of helping you provide independent advice.
0 %
here to help you develop your business.
Why choose us
Independence
We believe that your independence produces better outcomes for clients. That’s why we’re proud supporters of independent advice.
Commonsense compliance
We want you and your clients to succeed. So when it comes to compliance, we use common sense, ensuring you’re on track but can still deliver great advice.
Everything under one roof
We provide the compliance support you expect and need, but also other services such as paraplanning to ensure your business really thrives.
Access to senior people
We don’t have multiple layers of middle managers. That means you can speak to who you need to speak to, when you need to speak with them.
Keeping you up to date
The regulatory landscape under which you work changes often. Our regular bulletins and CPD sessions will help you stay on top.
Paraplanning support
We know you often need some extra support, which is why we make paraplanning available for advisers and firms who need it.
Contact us
Want to focus on your clients while we handle the rest? We’re here to help.
Simply fill in your details, and we’ll arrange an initial chat to understand your needs and show how our common sense compliance and paraplanning support can benefit you.
