The Intuitive Team provide outsourced administration support to financial advice firms.
They understand that continuity and professionalism is important, which is why their advice firms are supported by a single dedicated administrator, on an ongoing basis. Every member of their team has substantial industry experience.
You can work with The Intuitive Team on a pay-as-you-go basis, and you’ll have the opportunity to speak with the relevant administrator before working with them, to ensure that you have peace of mind in terms of their industry experience and ability.
compliance and training solutions (CATS)
CATS are a multi-award winning Compliance Support team. They are the number one choice for compliance firms by CISI accredited firms.
They are a hands-on committed team who love Compliance, they have offices in East Anglia, and North Yorkshire and support clients based throughout the UK.
CATS offering is completely bespoke to the clients they work with which allows them to be adaptable to whatever it is you need support with. All of their consultants are qualified to at least CII Diploma Level 4 with several of them achieving their Chartered Status. They have been in business since 2005 and have an absolute wealth of experience in helping IFA’s and Wealth planners.
Please visit their website to find out how they can help you.
smudge ifa support
Smudge IFA support provides operational management, HR and compliance solutions for Financial advice and professional services firms – the entire package.
Adviser Outsourcing Provide bespoke outsourced administration and income reconciliation services to IFA firms along with consultancy on using their back office systems effectively to gain maximum value.
the yardstick agency
The Yardstick Agency is the UK’s highest-rated marketing agency specialising in the financial services sector. They help financial advisers/planners, support service providers, product providers, and investment managers market their business more effectively. Their aim is to be the go-to people when you need to put some ‘oomph’ into your marketing. They believe marketing isn’t a cost. It’s an investment in your future. Get it right, and your business will be stronger and more sustainable.
Phil Bray is the Founder and Director. He is a highly experienced financial service professional who has been an adviser, business owner, marketer, recruiter, lead generator, and development manager. His combination of experiences and transferable skills gives him a unique depth of financial services knowledge.
Telephone: 0115 8965 300
eParaplan Connect is your strategic ally, alleviating the complexities of managing an existing client base. For a predefined monthly fee per client, we deliver a custom-branded, proactive, and personalised review service, ensuring that annual reviews are always on schedule. As a financial adviser, your only obligation is to be present at the review meeting, as we meticulously handle the rest. At eParaplan Connect, we champion best-practice protocols and integrate additional consumer duty measures tailored to your specific needs. Our service scope also extends to include mortgage administration and paraplanning, proficiently supervised by our Mortgage Manager and former broker, Emma. We encourage financial advisers to discover how our comprehensive suite of services can enhance your operational efficiency and client engagement.
In our pursuit of excellence, eParaplan Connect extends its capabilities by forming strategic alliances with top-tier professionals such as Lucy Byron at Fusion Business Management. This allows us to offer an expansive array of services, ranging from administration, customer service, paraplanning to compliance, income reconciliation and business management. By synergizing with other businesses that excel in their respective fields, we create a robust network of expertise that significantly enhances the support available to our financial advisers. This interconnected ecosystem of partnerships not only extends our service offerings but also mitigates business risks through a diversified portfolio of associated entities. Experience the power of our collaborative approach, where every partnership we forge is driven by our commitment to your success