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Tailor your advice offer

Support your advice team with our expert services

Advice Management and Back Office Services 

Access our knowledge, tools and expertise to equip your staff with ‘state of the art’ collateral and systems:

  • Specialist training and support
  • Ongoing professional development
  • Access to financial planning software and Statement of Advice (SOA) templates
  • Approved Product List (APL) and investment research
  • Technical advice support and access adviser hotline

Paraplanning and Implementation 

Outsource your paraplanning support needs to our highly trained, experienced and efficient paraplanning teams, or opt to use your own internal resources through the IFS work flow system.

Our specialist Member Services team can also provide advice implementation support to assist your members to put the plans they have made into place.

 

 

Last updated on 29th June 2016