Whilst we provide the framework for the compliant operation of your business, we open the door for you to manage your business exactly how you want to. It’s your business and you stay in control.

So what does this really mean for you?

No restrictive panels We believe an experienced IFA will want to recommend the products they believe in, not the ones their network dictate. As a result, we do not have panels so you don’t have to produce lengthy justifications to back you’re alternative decision. Instead, we have software research tools that can be used to research the market and help you to produce the correct recommendation for your client.

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