OUR SERVICES
A range of services for financial advice firms of all shapes and sizes — tailored to you and the help you need
Get help becoming Directly Authorised
Whether you’re looking to start your own firm, or you’re already an established business looking to take the next step, we'll talk you through the relative merits and risks associated with choosing this business model.
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Compliance support
No two advice firms are identical. So we offer a range of support options, so you get the oversight you need at a price that makes sense for you.
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Operational support
Access vital software, platforms and professional insurances at exclusive rates; get help developing your people, policies and processes; and protect your business against dark clouds on the horizon.
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Consultancy services
We can help with everything from mergers and acquisitions to succession and exit planning, and can develop reviews and action plans tailored to your current challenges.
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Online learning
Sign up for virtual learning sessions offered year-round, and access our cutting-edge system, Your Learning Hub, that lets you record and track your CPD, and search for relevant educational content.
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"Becoming directly authorised is no small undertaking, and while the process can be complex and at times overwhelming, your support made all the difference."
Verity Olaiya, The Mortgage Muse
Disclaimer: Firms always remain responsible for their own regulatory compliance, as outlined within Bankhall's client terms.