We offer support services to help you grow your business
We understand the challenges faced by financial advisers and accountants, which is why we deliver a highly personalised service with tailored support according to your business and advice needs.
Our various authorisation tiers are coupled with a full range of in house support services to help you grow your business.
If the ability to offer your clients holistic financial advice is important to you, choosing a licensee who is privately owned simply makes sense.
Our Value Proposition
100% privately owned
No product ownership, incentives or bias
Full services model with four pillars of support
Highly competitive fees and charges
Quality professional indemnity coverage
Strong technology focus
Over 22 years longevity
Professional brand
Five things to consider before joining a licensee
1. Support throughout your business lifecycle with a transparent, sustainable model and personalised coaching.
2. Leading-edge technology.
3. Relationship focused risk and compliance processes to protect your business and limit your risk.
4. Marketing and communications support to help you grow your business and maintain strong client relationships.
5. An experienced team who can provide the support you need when you need it.