We specialise in providing bespoke consultancy services covering tax and financial planning, technical work and marketing and have undertaken a varied range of projects and other work for a number of clients, both in the UK and Europe, including:
- Development and testing of financial planning software for a variety of providers
- Development of suite of open-architecture, multi-asset trust wrappers together with marketing material, technical guides and other collateral, internal systems and staff training
- Ongoing product management and marketing for overseas business in run-off
- Provision of investment consultancy services
- Provision of tax, technical and financial planning support
- Development and presentation of bespoke training packages covering the full range of financial planning areas, including testing regimes
- Development and presentation of targeted case studies and client scenarios
- Authoring technical reference material on a range of subjects including Investment Product Design and Behavioural Finance
- Provision of consultancy services for a trusts and probate company
- Review of structured investment products and provision of marketing advice
- Review of pension and investment client files for integrity and recommending remedial action required
- Project management of multiple projects
- Drafting and reviewing marketing material targeted at both the public and advisers
- Development of financial plan, suitability letter and strategy report templates
- Reviewing advice standards and development of testing regimes
- Writing and marking exam papers for professional bodies and development of exam questions for other companies
- Bespoke investigative work around taxation, including recommendations for negotiations with HMRC
- Drafting e-learning materials
- Drafting and reviewing website content for a number of companies
Client companies include:
- 7IM
- Adviser Advocate
- Alico
- AMLP Financial Planning
- Aqua Wealth Management
- Aviva
- Barclays Bank
- Blevins Franks Financial Management
- Bloomsbury Financial Planning
- Bluefin
- Bluerock Consulting
- C Hoare & Co
- Chartered Insurance Institute
- Chartered Institute of Securities and Investment
- Cofunds
- Dealers Group
- DGS IFA
- Distribution Technology
- D W Consultants
- Faraday Financial Planning
- Fidelity International’s Funds Network
- Finimize
- Fiscal Engineers
- Henwood Court
- Hoyl
- HSBC Bank
- Inmarkets International Ltd
- Institute of Financial Planning
- Katalyst Paraplanning
- Lifetime Group
- Metropolis Financial Platforms
- Money Advice Service
- Moneyvista
- National Friendly
- Newcastle Building Society
- Old Mutual Asset Managers Ltd
- Openwork
- PA Consulting Group
- Palladium Solutions
- Phoenix Standard Life
- Premier Financial Management
- Prudential Assurance
- Prudential International
- Pru Protect
- Radiant Financial Planning
- Retirement Partnership
- Royal Bank of Scotland
- Royal London
- Schroders Personal Wealth
- Sesame
- Sherpa Insurance
- Society of Later Life Advisers (SOLLA)
- Standard Life
- St James’s Place Wealth Management
- Technical Connection
- The Kilminster Practice
- The Paraplanners
- The Pensions Advisory Service (TPAS)
- The Personal Finance Society (PFS)
- The Private Office
- Voyant
- Wizard Learning
- Wooltech
- Zurich