Have control of your costs
Unlike many Service Providers, you can be sure of how much you are paying and what you are paying for. We won't charge you more just because you are more successful.
First Service
The 'First Service' includes a comprehensive range of field and desk-based facilities that will help you be compliant and successful. Includes;
- Enhanced Commissions
- A range of discounts & deals on research and back-office software
- Mortgage Club
- Range of Protection Insurers with further enhanced rates
- General Insurance Facility
- Regular onsite consultant visits for monitoring and auditing
- Desk-based technical helpdesk
- Suitability Template library
- Online library for procedures, forms & documents
- Online testing facility
- Regular training events for all advisers
- Regulatory updates
- Support with Complaint Handling
Many firms also want to outsource other technical and administrative tasks to a consultant, such as regular File Checking, Management Reporting and T&C management. Additional support can be scoped and priced to meet your exact requirements.
Remove the guesswork and take control of your costs by calling our team on 0141 616 4161 (option 4) for more information.