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
This online resource provides fund research and rating information as well as practical tools, resources and information to help independent financial advisers run their businesses. It is a low cost way to access high quality information and support. For more information, please feel free to contact us or click on the links below:
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.
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