We offer a strong range of services provided by a combination of sector brand leaders and individual specialists.
Today we can help with a range of requirements from strategy to client communication, to IT and PI cover. We will expand these services in response to market demand – just tell us what you need. We are keen to help drive the right sort of innovation – new ways of doing things that benefit adviser and client alike so to make sure we are on the right track we need an open dialogue. Our contact us section is a good place to start – we also have a LinkedIn group – and if you would like to join this just let us know.
Adviser Home in brief - download this short PDF for a quick summary of the business.
Adviser Calendar– what is it?
It is focussed only on events aimed at financial advisers and allows you to browse as you wish or search for specific events by subject matter, in your area and up to a travelling distance you specify.
So if you are looking for a particular aspect of investments – say, structured products or portfolio construction, then this is the place for you.
We cover not only face to face events but also on line events.
And because Adviser Home is about your overall business needs we have entries on the Calendar for every sort of provider to the financial adviser sector.
Adviser Calendar is free to use and to access it you need to register with us – our aim is to make it an essential industry tool, to help create more effective communications between provider and adviser. Over time the Adviser Calendar will become comprehensive - but to get there we need support from advisers asking their Providers why their events are not shown - and , of course, support from Providers to make sure they post their events, and keep the Calendar up to date.
To place their events on the Calendar provider companies also need to register. Providers will also be able to search for events by other provider companies and seek to avoid clashes in the schedule.
Why should providers register?
To make sure your events are included in the Adviser Calendar.
To see what events other companies are holding, to help your own event planning and to make sure your events don’t clash.
You will also benefit from full access to the site therefore allowing you to assess whether the full range of Adviser Home services could be of value to your own organisation or to adviser firms you know.