We are a team of experienced financial consultants, paraplanners and administrators with a wealth of knowledge and expertise in delivering cross-border and international financial advice.
Having trained and qualified in the UK, we have experience in providing paraplanning support across the globe for professional firms both large and small. We are familiar with a wide range of international regulators and their compliance expectations, however if you are operating in a jurisdiction which is new to us, we will work with you to develop a compliant advisory process.
If your business could benefit from a structured support agreement, with a personal and engaging service please contact us to discuss our partnership options. In all cases, we ensure our work is professionally 'white labelled' to your needs, however our corporate partners can further benefit from our wide-ranging ongoing client communication services and technical case support and advisory guidance.
For our corporate partners, we can arrange staff training days, which can include sales, product, advisory and compliance training.
Back-office system setup financial advice