Bankhall has over 20 years experience of the Directly Authorised business model and backed by the strength of the Sesame Bankhall Group, can offer all the support you need to ensure your firm continues to thrive in a post RDR environment. We tailor solutions to your business needs. To get an idea of the scope of services we offer, take a look at our services area or download our brochure.
We tailor solutions to your business needs. To get an idea of the scope of services we offer, take a look at our services area or download our brochure.
Read this business blog provided by Aviva’s Adviser Development Manager Gerard Dodgson TEP, to understand the issues facing advisers and
Discover how current political, economic, social and technological factors are
Read this business blog provided by Standard Life, to understand the importance of assessing your clients’ capacity for loss.
Our compliance teams help businesses to meet regulatory requirements, providing face to face, over the phone and online support.
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Our marketing and business development services help to expand your reach and enhance the skills of your team.
Bankhall can help you choose the right technology options to move your business forward, with discounts available to Bankhall clients.
Take a look at our latest news and views for insights into industry changes and access to the latest Adviser News magazines.
Our experienced compliance and events team host forums and virtual events to help you improve knowledge and gain CPD points.
View our full portfolio of services – all aimed at helping to grow your business and offer the best possible experience to your customers.
I’ve always found Bankhall to be very thorough and professional and yet pleasant to deal with. They have been an invaluable help to us in meeting the regulatory challenges of TCF and RDR as well as helping us to create a safe and successful business with proper systems and controls.
At a time when the financial services sector has undergone radical change Bankhall have maintained a watching brief on regulatory changes and helped us innovate towards a successful business model.
The service we have received from Bankhall has been invaluable in our transition from AR to DA. Bankhall have helped us in numerous ways, from everyday problems to GABRIEL submissions and I think it’s due largely to their help that our recent FCA visit went so well.
We have been using the services of Bankhall since we became Directly Authorised. We pride ourselves on delivering a first class service which is exactly what we have experienced from Bankhall.
We have utilised the services of Bankhall for in excess of seven years and view them as far more than a compliance support firm. In addition to utilising their telephone compliance & technical support services, online suite and personalised client newsletters, we also regularly attend Bankhall seminars and workshops and have an excellent working relationship with our local consultant, who we engage on a regular basis to provide valuable support such as internal file reviews, training sessions, audits etc.
We’ve just made the transition from the Sesame network to Bankhall. We’re still less than three months in but we’re delighted that we chose Bankhall. The support we’ve had thus far is every bit as good as we’d hoped it would be and in many instances has exceeded our hopes and expectations.
Bankhall’s support on our journey from Appointed Representative to Directly Authorised has been invaluable. They provide an instrumental source of regularly updated reference material and their auditing process is thorough, well structured and practical.
Bankhall's understanding of what was required from the FCA Application to building Systems and Controls for our organisation was superb. We found them to be very approachable and their responses to our questions were very efficient and insightful.