Do you need more than our foundation packages offer?

We know that one size certainly won’t fit all and that IFA firms vary in both size and support requirements.

So if you would like us to create an individual package to suit your business needs get in touch and one of our Business Managers will help create the perfect package for you.

A sample package could include:

• Technical Team (Complex Case advice)
• In-Person Support
• Remote File Review
• Business Stationery Review
• Business Support
• Online RMAR Support
• Compliance Guidance - Online
• Compliance Helpdesk
• Compliance Bulletins
• Research (1 Licence)
• Suitability Letter Generator (1 Licence)
• Platform access
• Regional Events
• T & C Guidance
• TCF Toolkit
• Access to My Learning (1 Licence)
• Enhanced rates
• Enhanced PI terms
• Marketing Tool kit

Get in touch today and gain peace of mind for tomorrow!

To find out about our bespoke packages call 0845 3005326 (Opt.0) now or click here.