We provide administration support to Financial Advisers, offering a completely bespoke and dedicated service. Whether you need help with new business, valuations, or review packs, or perhaps liasing with your clients and assisting with their queries whilst you’re in client meetings – we can help. The average industry experience of our Administrators exceeds 20 years in financial services
Should we be entrusted to provide your administration support, you would work with one dedicated Administrator on an ongoing basis. In our view, the most important factor is the Administrator / Adviser relationship.
We like to keep things simple, so we charge one flat hourly rate on a Pay-as-You-Go basis, meaning you only pay for the support you need and use. Nothing else. There is no retainer to pay, no tie in and you do not need to pre-purchase hours. We simply ask that you use the service at least 5 hours per week.
We understand the importance of reliable support, and how valuable your time is. We also understand that administration can prevent you spending enough time with your clients. That’s why we bespoke our support to your specific needs, absorbing your non-advice related work. We love the tasks you hate!
We know that we’re only as good as our people, and that our business is all about the service, and the relationships we build. Have a look at Our Team page for details of our professional qualifications and experience. The average industry experience of our Administrators exceeds 20 years.
We’ll never suggest that an Administrator has experienced every part of the industry, or used every system. However, what we can say is that all our Administrators have an extremely good grounding in the Industry, and a solid understanding of products, compliance and regulation.
We’re extremely proud to have such an experienced team, and to be one of the first firms to offer a service specialising in administration for Financial Advisers. If you’re interested in working with your own experienced and dedicated Administrator who understands your industry, please get in touch.