Meet regulatory requirements, develop staff
Serve more clients more effectively
Create and realise value
Training and CPD programme
Get free access to the industry’s largest event and education programme, with training, workshops, masterclasses and forums, including the Simplybiz Advice Show.
Dynamic learning software
Maintain and prove high standards of competence with bespoke online training from our version of market-leading platform, Competent Adviser.
Training and knowledge programme
Hone your regulatory skills and mitigate your risk with our specialist hands-on training, delivered to small groups to enable more focused and personalised learning.
Professional development
Stay ahead of the changing landscape and continue your personal development with our extensive learning and training programme.
Mortgage and protection
Access a whole of market lender panel that covers both traditional and specialist lenders, and exclusive protection and GI solutions.
Investment solutions
Keep portfolios in line with risk tolerances with our Model Portfolio Services; distinguish between growth and retirement income objectives with our Strategic Asset Allocation.
Referral and partnerships
Enhance your offering to clients by partnering with specialists to outsource any services that you can’t supply, or prefer not to deliver.
Proposition development
Enhance your proposition and broaden your reach, with improved product access and support to grow your client base.
Acquisition
Find the right acquisition more easily with our help. We work with a number of firms looking to exit the industry and can provide you with a comprehensive assessment of each business, and make the introductions.
Increase your reach
Boost engagement with customers with a professional-looking, interactive website, and our customisable templates for regular communications such as newsletters.
Exit planning
Get the right deal for you and your clients. We can help you realise the true value of your business and introduce you to firms who are looking to acquire both IFA and mortgage businesses.
Growth, value and exit services
Use our targeted support to grow through suitable acquisitions, get the best from client engagement tools, and exit the industry when the time is right.
Our other core services
Financial technology
- Integrated planning & back-office systems
- Product research & resourcing
- Learning & regulatory technology
Regulatory expertise
- Compliance services
- Advice quality & regulatory consultancy
- Regulatory business consultancy