Our website provides a valuable information resource, suitable for all clients, regardless of their role within the firm.
There’s a lot of information there, so we strongly recommend contacting a member of our account management team to request a personal tour of what’s available.
We also have brief videos available below that demonstrate the key sections of our site.
News and opinions
The latest regulatory and industry news and opinions
Content relevant to advising your clients, organised in accordance with the six steps for financial planning, from engaging with the client (where we include guidance and template documents on marketing and client agreements), discovery fact finding, analysis, presentation (including suitability reports), transacting business and client reviews.
Content covering the wider business processes which are not specific to client advice, for example your business structure, regulatory reporting and managing people, including T&C programmes and employment law.
Training and events
Access to our CPD recording tool, online testing facility, workbooks for exams and events programme.