Building Better Advice Businesses

We provide three key support services. Apart from assisting Independent Financial Advisers (IFAs) with their investment process and implementation, our aim is to help IFAs:

  • remain independent;
  • service their clients more effectively; and
  • grow the value of their business.

We provide three key support services to help IFAs achieve these aims.

Adviser Support Services

Adviser Programmes

We offer half-day and full-day programmes on specific topics covering a range of investment and practice management issues. Please contact us to find out more about the programmes currently scheduled.
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Consulting

We consult primarily on a project basis with clients who have specific business issues they need to address. Projects we have completed cover the full ambit of practice management including:
  • Strategic Planning
  • Advice Process
  • Investment Management
  • Succession Planning
  • Practice Valuation
  • Shareholder Agreements
  • Remuneration Structures
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