This website uses cookies to ensure you get the best experience on our website. Learn more

Got it!

Business support

From developing your knowledge to extending your reach, we’ve got the know-how to support business at every stage.

Meet regulatory requirements, develop staff

Serve more clients more effectively

Create and realise value

Training and CPD programme

Get free access to the industry’s largest event and education programme, with training, workshops, masterclasses and forums, including the Simplybiz Advice Show.

Find out more

Dynamic learning software

Maintain and prove high standards of competence with bespoke online training from our version of market-leading platform, Competent Adviser.

Find out more

Training and knowledge programme

Hone your regulatory skills and mitigate your risk with our specialist hands-on training, delivered to small groups to enable more focused and personalised learning.

Professional development

Stay ahead of the changing landscape and continue your personal development with our extensive learning and training programme.

Mortgage and protection

Access a whole of market lender panel that covers both traditional and specialist lenders, and exclusive protection and GI solutions.

Find out more

Investment solutions

Keep portfolios in line with risk tolerances with our Model Portfolio Services; distinguish between growth and retirement income objectives with our Strategic Asset Allocation.

Referral and partnerships

Enhance your offering to clients by partnering with specialists to outsource any services that you can’t supply, or prefer not to deliver.

Find out more

Proposition development

Enhance your proposition and broaden your reach, with improved product access and support to grow your client base.

Acquisition

Find the right acquisition more easily with our help. We work with a number of firms looking to exit the industry and can provide you with a comprehensive assessment of each business, and make the introductions.

Find out more

Increase your reach

Boost engagement with customers with a professional-looking, interactive website, and our customisable templates for regular communications such as newsletters.

Exit planning

Get the right deal for you and your clients. We can help you realise the true value of your business and introduce you to firms who are looking to acquire both IFA and mortgage businesses.

Find out more

Growth, value and exit services

Use our targeted support to grow through suitable acquisitions, get the best from client engagement tools, and exit the industry when the time is right.

Our other core services

Financial technology

  • Integrated planning & back-office systems
  • Product research & resourcing
  • Learning & regulatory technology

Regulatory expertise

  • Compliance services
  • Advice quality & regulatory consultancy
  • Regulatory business consultancy

Get in touch

Request a call back

Give us a few details and we’ll give you a call.

Call us

Lines are open between 9am-5pm, Monday to Friday.

01484 439 100

Become a member

Contact our sales team to learn more about our membership options.

01484 439 100

(choose option 1)