Our file checks focus on the quality of advice, and the quality of the documents on file. We believe these are very distinct elements of the advice process and should be reviewed accordingly.
If our Knowledge Base can’t answer your question, our team probably can. Simply pop your query into the system and we will review and respond as quickly as we can.
An aspect supervisors love – the ability to view all of your advisers, and their T&C status, on a single dashboard. Easy to organise one to ones, update CPD and track training and development.
Our relevant articles and training videos are CPD-able. You can easily read / view in the system and at the click of a button, it’s logged into your own CPD record. Hassle free.
We embrace the use of technology, the application of common sense and the focus of keeping things simple, to help support you in the most useful way possible.
You can have full oversight of your business, and your advisers, at the touch of a button as well as access to a full range of technical support and file reviews.