There never seem to be enough hours in the day for the busy financial adviser and, with appointments to make and clients to meet, it is often the back office paperwork and systems that suffer.

Regulation, compliance and competition put a heavy burden on running your business, but time spent on improving the back-office systems can quickly result in greater efficiency, and improved profits.

This is where our services become the missing link in your business. We are industry experts in providing specialist solutions to the ever-demanding challenges that you face day to day.

Our extensive knowledge and experience allows us to offer you the support and guidance in the following areas;

■ Creating an organised office environment

■ Defining office procedures and processes

■ Documenting office procedures and processes

■ Setting up effective client files and filing systems

■ Designing contact management systems

■ Implementing contact management systems

■ The use of IT and technology

■ The use of telephony

Our main objective is to make sure that you and your business are working as efficiently and as effectively as possible. We are extremely flexible and add value to your business by working closely with you to help implement effective systems, and free up more of your time for client facing revenue generating activities.

ISO 22222 Personal Financial Planning Standard for Independent Financial Advisers (IFAs)

The British Standards Institution (BSI) launched a new standard BS ISO 22222 this year to specify the ethical behaviour, competences and experience required of a financial planner and to enhance the transparency and efficiency of the process for personal financial planning.

ISO 22222 Personal Financial Planning Standard - you can read more by clicking here

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