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Got it!We’ll help streamline your services so you can deliver effective advice to more clients, building a more profitable business. Through industry-leading processes, award-winning services and exclusive member discounts, we’ll support efficiencies and cost savings across your entire advice process.
Our members report the following benefits:
Reduced costs
The typical reduction in cost of client servicing*
* Based on a five-hour client review at £150 per hour, with a 66% time saving
Save time
With our financial planning system compared to manual processes*
* Based on a 2018 FTRC assessment
Membership discounts
Typical pcm saving on tech licences*
* Switching from multiple technologies to one end-to-end planning system
Keep up to speed with evolving regulations, making sure your advice and processes stay compliant to support the best outcomes for your clients.
Simplify your processes with innovative end-to-end technology that helps you find and deliver the most suitable financial solutions to your clients.
Achieve your business goals, whatever they are, using our support to help you set up, grow, optimise, and eventually exit your firm.
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
Support more clients, more effectively by enhancing your offering and better promoting your services.
Grow your business or realise its value with Horizon, our exclusive firm buyout service.
Optimise the advice process with free access to Defaqto Engage, the UK’s most comprehensive financial planning tool.
Show how you’re meeting Consumer Duty regulations with leading tech solutions to evidence you’re working in the best interests of your clients:
Find and recommend the most suitable products to your clients with our research and sourcing tools.
Mitigate risk with our expert guidance, support and oversight. Our flexible services can be built around your needs to help you operate in a consistently compliant manner.
Make sure you’re operating in line with regulatory requirements with reviews, advice and guidance from our expert teams.
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
Support more clients, more effectively by enhancing your offering and better promoting your services.
Grow your business or realise its value with Horizon, our exclusive firm buyout service.
Optimise the advice process with free access to Defaqto Engage, the UK’s most comprehensive financial planning tool.
Show how you’re meeting Consumer Duty regulations with leading tech solutions to evidence you’re working in the best interests of your clients:
Find and recommend the most suitable products to your clients with our research and sourcing tools.
Mitigate risk with our expert guidance, support and oversight. Our flexible services can be built around your needs to help you operate in a consistently compliant manner.
Make sure you’re operating in line with regulatory requirements with reviews, advice and guidance from our expert teams.
Lines are open between 9am-5pm, Monday to Friday.
Contact our sales team to learn more about our membership options.
(choose option 1)