Giving your business and its clients the technical support they need.

The financial adviser’s role is becoming more demanding each year as the pace of regulatory and technical change increases. Changes in tax, in trust law, in pensions and in the technical aspects of investments all require the professional adviser to be up to date and to have a proposition that has high perceived value under the coming adviser charging regime.

The dilemma for most advisers though is how to carry out the constant research to keep right up to date and to produce regular, relevant, current and scalable client communications...as well as carrying out the basic tasks of running the business and providing the right level of client service.

From a business point of view there are two basic aspects to all of this. The first is “risk” – if you don’t have access to the right information or the best possible interpretation you risk a number of things- your client relationship, your clients financial well being, undue attention from the regulator, and ultimately the well being of your business.

Secondly - “opportunity”. If you provide excellent technically based advice, keep your clients up to date with key changes as they happen, then you create a valuable marketing platform for your business. You create reassurance for your clients and confidence for you and your team.

Adviser Home wanted to find a partner for advisers – a firm which could help advisers avoid unnecessary risks for their business and its clients and help adviser’s business development by engendering client reassurance and team confidence.