Business Owners Consultancy

Business Owners Consultancy

In addition to compliance and regulatory expertise, when you become a Bankhall client you get access to a number of market-leading business support services.

Because we understand that a comprehensive compliance strategy is just one component for business success, we’ve partnered with some of the market’s leading experts in other areas of business development, to bring you discounted access to their knowledge and expertise.

Human resources support and outsourcing from The People Department

Expert support and advice from the HR experts who know your industry.

Training and development for managers from The People Department

Introducing the Management Development Programme: get the most out of yourself and your people.

Increase your access to the mortgage, protection and GI markets

One of the UK’s largest mortgage clubs, PMS supports you to grow and evolve.

Defaqto Engage Risk Profiling and Research

Combine multiple software solutions in to one to save time, licence fees and increase efficiency.

Intelligent Office

Transform your business with Intelliflo’s leading business management software.

Professional, fully compliant websites

Websites for the modern day Financial Adviser from Adviser Portals.

Exit strategy planning from The Retiring IFA

Ensure sustainable business growth and manage your risks, to enhance the value of your business.

Paraplanning services from The Timebank

You can’t write business if you can’t engage with your customers.

Financial services apprenticeships from Simply Academy

Discover how a financial service apprenticeship could work for your firm.

Financial Planning software

Build greater robustness and efficiencies into your client investment proposition with Dynamic Planner’s one system for all your financial planning needs.

Moneyworks client magazine

Bolster your customer communications with the white-labelled magazine from Bankhall. Published every three months in your branding, Moneyworks features helpful, insightful articles on topics across investments, pensions and mortgages.

Professional indemnity insurance

Working in partnership with Howden PI, Bankhall gives you access to an exclusive professional indemnity insurance facility that directly recognises the positive impact of Bankhall’s compliance services on risk management, and offers lower premiums.

Get in touch

Get in touch

To get a quote or to find out more about how you could benefit from Bankhall’s business support services, contact us today on 0345 300 5326 or email the team at [email protected]

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