Internally, we want to provide financial planners, of all shapes and sizes, with the best support services around. We want to empower and enable them to focus on providing the ultimate service to their clients; while we take care of the rest.
We want to keep pushing financial services forward, helping develop it into a profession, understood and acknowledged by other professional services. And we want to do it all with a smile on our faces.
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Externally, we want to shout about how brilliant a career in finance is! It is such an under-represented career, and we are passionate about highlighting the many amazing paths and options that are available in financial services, to encourage people from all walks of life to choose finance as their future.
Find out more >We are very excited to announce our brand-new Whitepaper publication – that addresses the topic of Suitability from four very different angles.
Suitability; it is, and has been for a long time, the keyword in financial advice. It is all too easy to get dragged down in legislation, paperwork and the nitty-gritty of running a financial planning firm. But the key focus, for advisers, clients and the regulator are making sure the advice given is suitable.
This isn’t always as easy to ensure as it may seem since there is rarely a single suitable recommendation for a client. So how do we ensure suitability? Across the entire company, how we do make sure the team are on the same page, and working towards the same end outcome for clients?
Click here to find out more & download your copy!
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