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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 
The 'First' Service is charged at £350 pcm for the firm and the principal adviser plus £50 pcm for each additional adviser. All advisers are provided with the range of facilities under our 'First' Service.
 
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 for more information.

 

Latest News
Business Development Forum - Spring 09
16-Dec-2008
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NEW Online Test Centre Launched
9-Apr-2008
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Holistic Financial Planning Services
26-Mar-2008
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Free website for every client firm
27-Jun-2007
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Registered Office Building 2, Kirkhill House, Broom Road East, Newton Mearns, Glasgow.
G77 5LL. Registered in Scotland No SC335070