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Combining regulatory expertise with the buying power of the most comprehensive technology platform in the market, we offer more value and control to financial professionals through flexible, scalable services.
Efficiencies and cost savings
Access exclusive, complimentary and discounted technology with fully integrated end-to-end solutions.
Tailored services
Configure the industry’s most comprehensive support model to your specific business needs.
Expertise and practical understanding
Run and grow your business with the market-leaders. We’ve used our expertise and experience to help more firms than anyone else.
Compliance services
Boost internal knowledge and capability with easy access to our compliance experts, updates and reports.
- Compliance & technical helpdesks
- Authorisation & reporting
- Updates & resources
Advice quality & regulatory consultancy
Mitigate risk and keep delivering the most suitable products for consumers with our tailored audits and compliance support.
- Audits & consultancy
- Advice quality reviews
- Competency & monitoring
Regulatory business consultancy
Build greater consistency and efficiency into your processes and documentation with our consultancy services.
- CIP & CRP support
- PROD & fair value analysis
- Services & charges
Regulatory expertise
"Reduce risk and improve consumer outcomes. With our flexible support, you can build a robust foundation for compliance and regulatory resilience. And free up time to focus on your clients."
Paul Bruns
Compliance Director
Regulatory expertise
"Reduce risk and improve consumer outcomes. With our flexible support, you can build a robust foundation for compliance and regulatory resilience. And free up time to focus on your clients."
Paul Bruns
Compliance Director
Compliance services
Boost internal knowledge and capability with easy access to our compliance experts, updates and reports.
- Compliance & technical helpdesks
- Authorisation & reporting
- Updates & resources
Advice quality & regulatory consultancy
Mitigate risk and keep delivering the most suitable products for consumers with our tailored audits and compliance support.
- Audits & consultancy
- Advice quality reviews
- Competency & monitoring
Regulatory business consultancy
Build greater consistency and efficiency into your processes and documentation with our consultancy services.
- CIP & CRP support
- PROD & fair value analysis
- Services & charges
Integrated planning & back-office systems
Deliver better customer service, more efficiently with our fully integrated financial planning solution.
- End to end financial planning
- Integrated CRM systems
- Client websites & portals
Product research & sourcing
Find and recommend the most suitable products to your clients with our research and sourcing tools.
- Mortgage software
- Protection & GI solutions
- Investments
Learning & regulatory technology
Reduce risk and streamline your advice process with our smart tools and software.
- Dynamic learning
- Regulatory evidencing
- Automated risk management
Financial technology
"Streamline your advice process and increase efficiency. Our end-to-end technology help link product providers, intermediaries and customers to deliver better financial solutions to your clients."
Marc Thompson
Adviser Services Director
Financial technology
"Streamline your advice process and increase efficiency. Our end-to-end technology help link product providers, intermediaries and customers to deliver better financial solutions to your clients."
Marc Thompson
Adviser Services Director
Integrated planning & back-office systems
Deliver better customer service, more efficiently with our fully integrated financial planning solution.
- End to end financial planning
- Integrated CRM systems
- Client websites & portals
Product research & sourcing
Find and recommend the most suitable products to your clients with our research and sourcing tools.
- Mortgage software
- Protection & GI solutions
- Investments
Learning & regulatory technology
Reduce risk and streamline your advice process with our smart tools and software.
- Dynamic learning
- Regulatory evidencing
- Automated risk management
Professional development
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
- Training & CPD
- Learning platform
- Regulatory-based training
Proposition development
Support more clients, more effectively by enhancing your offering and better promoting your services.
- Investment solutions
- Mortgage & protection
- Referrals & partnerships
Growth & exit services
Increase or realise the value in your business with our comprehensive firm buyout service, bringing acquirers together with firms looking to exit.
- Acquisition
- Increase your reach
- Exit planning
Business support
"Grow your business with our award-winning services and industry-leading event programme. We’ll help you to broaden your service offering to a wider set of clients and maintain adviser competency."
Richard Ardron
Marketing Director
Business support
"Grow your business with our award-winning services and industry-leading event programme. We’ll help you to broaden your service offering to a wider set of clients and maintain adviser competency."
Richard Ardron
Marketing Director
Professional development
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
- Training & CPD
- Learning platform
- Regulatory-based training
Proposition development
Support more clients, more effectively by enhancing your offering and better promoting your services.
- Investment solutions
- Mortgage & protection
- Referrals & partnerships
Growth & exit services
Increase or realise the value in your business with our comprehensive firm buyout service, bringing acquirers together with firms looking to exit.
- Acquisition
- Increase your reach
- Exit planning