The service
Experience and knowledge to guide you through your business journey.
Our team are experts in the running, growing and exiting of financial advice businesses. We have worked with firms to implement new business models, handle the transition from a buy out, create scalable practices and so much more. If you’re looking for some support with getting your business shipshape, regardless of your future plans, book in a call to chat through the options.
The brochure
Want to find out more?
Download our brochure to find out how we can support your business.
The options
Planning your route to success.
No two businesses are the same, and so we do not have a pre-designed business consultancy service. Instead, we chat with you, find out your current situation and your goals as well as any roadblocks to achieving them, and help you plan the route to success. Some of the areas we’ve worked with firms on include:
Independent review of business model and client proposition.
Analysis of business metrics and identify opportunities.
Implementing efficiencies with existing team.
Building out a new framework and hiring new people.
Getting the business ‘sale ready’ to maximise the value.
Undertaking due diligence on potential acquisitions.
Our experience spans decades so let’s have a chat and see how we can help you.
As a business we pride ourselves on treating our clients as individuals and we wanted to find a partner that would look at our business in the same way. In the time that we have worked with you, we could not have delivered more on this need. From day one we have always felt listened to and all feedback given to us has been relevant. At times I have felt that I have asked multiple questions and expected input in areas that go beyond the scope of any compliance relationship I have had in the past, but nothing has phased your team! You have supported us to build new, robust processes and have always been available when needed. I would not hesitate to recommend Hannah and the wider team to anyone looking for a true partnership for their business and compliance needs.
Jack Kerswell
Fingerprint Financial Planning
Let’s Talk
Want to know more about how we can help your business?
Chat with one of our experts, or send us an email with any questions you may have.
Book a chat Send us an email
Compliance Support
We offer a fresh approach to compliance, working with advisers to embed technology & structure within their firm, to ensure they are at all times, fully compliant.
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Proposition
Helping you build the blueprint for your business by focussing on your PROD, CIP and Platform Due Diligence and ensuring this is documented effectively.
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