Connecting you with your clients
Our partners...
Perception Support
Perception Support help IFA's and Wealth Managers increase the underlying profitability and capital value of their chosen business model. They do this by looking at the strategy and direction of firms, and then assisting them in implementing practical, proven solutions to the issues raised. Commerciality and Pragmatism are the key!
Ascentric
The FundsDirect wrap service offering a market edge aggregation service exclusively for IFAs, enabling them to realise a share of the intrinsic value arising from their assets under management.
IFP
The Institute of Financial Planning (IFP) is an independent organisation established in 1986 to focus entirely on the practice of Financial Planning. IFP works closely with its 2000 members to help people like you across the UK to realise the importance of Financial Planning to their lives.
Novia
Novia is a Financial Services organisation providing a new wealth management service for investment advisers and their clients, offering a comprehensive wrap service we combine modern online systems, a breadth of investment opportunities and a dedicated Client Services Executive Team.
Towergate
Towergate Financial Services Limited has been providing Independent Financial Advice to both corporate and private clients since 1984. Towergate Financial Services is able to respond quickly to the diverse and ever changing marketplace through service excellence, integrity and continued investment in technology.
Acuutech
Acuutech is a comprehensive IT Solutions Provider who supply, install, manage and maintain your business technology. FinQS host their client data with Acuutech at their secure facility in Docklands.
Collegiate
Collegiate are the only PI insurer to have been providing cover continuously for over 20 years. Our expertise in defending claims against IFAs is unequalled and we currently handle over 50% of all claims made against IFAs in the UK. This experience allows us to react to developments in the regulatory environment and proactively support those firms that we insure by representing them on such issues as the Needler Review, RDR and now TCF.
Panacea
Panacea is the only active community for small directly regulated IFA firms who are looking for access to help, educational support, advice and technical training from major product providers.
FP Advance
FP Advance help advisers move to a more profitable and sustainable business model in a way that is easily explained to their clients. To FP Advance, transition planning is perfecting the move to a renewal income business model without starving to death during the process.
CATS
CATS (Compliance and Training Solutions Limited) provides a bespoke professional compliance support service to financial advisers. By using CATS you will receive peace of mind that you are actively demonstrating that you are taking compliance and training competence seriously.
Lindenhouse
LindenHouse is a software house focused on the provision of document management solutions. They are the largest Premier Partner of INVU Services Limited, the developers of the INVU range of Document Management products.
Standards International
Standards International are the UK's leading specialist certification body in ISO 22222 training, pre-assessment, assessment and certification services. Those financial planners that achieve certification with Standards International are reaping the rewards of more organised and streamlined systems, a more structured and defined client proposition and best of all a sustainable business model that has reduced its day to day reliance on the adviser.
Bateman Group
As an independent brokerage The Bateman Group is recognized as one of the most respected firms of insurance brokers and financial advisors in the country. Established in 1967 we have long cultivated a reputation for Integrity and Honesty, through providing the correct level of protection for our client's. We offer solutions that are an accurate reflection of the market at that time and not just from one supplier! We believe that by evaluating every problem and providing the options relevant to a client's specific circumstances, we are giving them the best advice at the time they need it most.
Suuqea
Suuqea is an innovative and distinctive company that offers bespoke consultancy services to intermediary businesses in the financial services sector. Through a unique reporting service, developed in association with Experian, we are able to segment an IFA's client database. This will help them increase their income from existing clients and prepare their business for the RDR. Our service is quick & easy, avoids the laborious task of reviewing client records and provides a comprehensive report of the clients and their financial behaviour.