Continuous Support

The RDR is driving business owners to focus on the efficiency and profitability of their firms like never before. Effective business management is probably now of equal importance to sales and technical capability and this trend is set to continue way into the future. IFA firms are not traditionally hotbeds of operational talent, so that’s where we come in.

Our Continuous Support services might include being on the other end of the phone/email to answers questions and provide insight and timely market commentary, attending management and/or board meetings to provide external accountability for delivery of the firms business plan, undertaking staff appraisals or perhaps providing insight into current business valuations. We always agree a bespoke service for each client.

Again, mirroring a good financial planning firms client proposition, we provide Continuous Support for the firms we work with. We often become the ‘trusted adviser’ to the most senior individuals in a firm, giving you an objective sounding board, where internal politics and power struggles often mean you don’t have one.

Interim Management

If you find you need a particular skill set for a project, we have a network of interim managers and consultants with vast amounts of practical real-world experience. They are available to work with you for a specific period of time to get a project completed, so you don’t have the hassles of recruitment and retention. We also have access to non-executive directors, should you wish to add some rigour (or kudos) to your board.