Hand holding house

Our consultancy support is the right service for the adviser looking to streamline their business, set good systems and controls and understand where they can do better.

Our coaching and consultancy service is an extension of our skills. We have worked with hundreds of advisers and thus have seen’ the good’, ‘the bad’ and ‘the ugly’ of managing and running a financial services firm.

We drill into your business and provide ideas and suggestions to help you increase turnover and productivity, gain better systems and controls and support you to grow your business. 

Support includes:

  • Business support including Business insurances – agency maintenance
  • Coaching & Consultancy support
  • Knowing their business and who should be in it
  • Developing you and your business with our friends “Standards International”
  • Business Development – Helping you to grow from a “lifestyle business” into a “business business”
  • From £67 per hour