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 with confidence

Bankhall’s specialist consultancy Exit Pathway service provides succession planning tailored to financial advice firms. Our specialist compliance insight will help you to enter negotiations from an informed position, ensuring that the safe sale of your firm remains in trusted hands and providing peace of mind for both you and your clients. Navigate your business exit with confidence using

Exit Pathway

Professional indemnity insurance

Working in partnership with Howden Insurance Brokers and their PI team, 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.

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.

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.

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]

0345 300 5326 - Option 2

[email protected]

Jackson House

Sibson Road

Sale

Manchester

M33 7RR

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Bankhall is a trading style of Bankhall Support Services Limited a company registered in England and Wales with number 2785381 which is authorised and regulated by the Financial Conduct Authority. Registered office: Aviva, Wellington Row, York YO90 1WR.