Other Services for IFAs
We offer the following services for Directly Regulated IFAs:
Pension Transfers
We are approved for this type of business and generally charge a flat fee of £1000 for conducting the transfer. The client of course remains yours, we merely act as a specialist.
Web site hosting and design
At a cost which everyone can afford
Compliance and T&C Support
We offer full compliance and T&C support for a fixed monthly cost. This includes:
- Approval of Suitability Letters
- Access to Ed-Assess including regular testing
- Quarterly meeting with the rest of the members
- Annual Compliance audits
For any further details on these services please contact us.
