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Outsourced Administration & Paraplanning Support for Financial Advisers

                      

Testimonials

 “Louise is like a breath of fresh air. She’s dealing with all my outstanding reviews and also reorganising their ongoing review dates. Also collating all info on one master spreadsheet. It’s really nice to not have to think too much about that side of the business. “ 

D. Jobson, Positive Solutions Adviser

Helping your business run smoothly and efficently

SYSTEMS WE WORK WITH

BACK OFFICE

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  • XPLAN
  • INTELLIGENT OFFICE
  • FOCUS 360`
  • ADVISER OFFICE

NETWORKS

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  • INTRINSIC|POSITIVE SOLUTIONS
  • TENET
  • OPENWORK
  • DIRECTLY AUTHORISED ADVISER FIRMS

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If you don't see a service or system that you use it does not mean we would not be able to work with you, we are always expanding the systems we work with; our aim is to support advisers and help your business run smoothly.



Contact us now to discuss your requirements

PLATFORMS

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  • OLD MUTUAL WEALTH PLATFORM
  • AEGON ARC
  • SCOTTISH WIDOWS
  • ROYAL LONDON
  • QUILTER CHEVIOT
  • RATHBONES
  • BREWIN DOLPHIN
  • 7IM
  • TRANSACT
  • BROOKS MACDONALD
  • CANADA LIFE

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