BANKHALL

Compliance and business support services trusted by financial advisers across the UK

Help at every step

Route to DA

Route to Direct Authorisation

Get help with your initial application, and ensure you're all set for being Directly Authorised.

Compliance support built around you

Compliance support built around you

Get all the help you need, and none of the hassle you don't.

Our relationship with PMS

Our mortgage club, PMS

Access exclusive products through our partner brand, PMS — one of the UK's largest mortgage and protection clubs.

Online learning and training

Online learning and training

Manage your CPD easily through our Your Learning Hub platform.

Consultancy services

Consultancy services

Side-by-side support as you start, run, grow and exit your business.

Events and workshops

Events and workshops

Virtual and face-to-face events that will help develop you and your business.

Events

We host a calendar of free events (virtual and in-person) to support your ongoing development and learning throughout the year. And all free to attend for all financial advisers, whether or not you work with us.

Browse the calendar
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"We can balance our two biggest priorities..."

Steve Jackson, Insurance & Compliance Director at NM Finance, shared his thoughts about the value that Bankhall has added to the business.

See how we've helped
Steve Jackson, case study