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A fast start to delivering value
There’s a lot to consider when you’re starting a new business. We can help simplify the process with the systems and support you need to start providing the very best service to your clients from day one.
Reduce risk
We’ll help you understand your regulatory requirements as a new business, set benchmarks to make sure you’re meeting them, and create robust processes that all your advisers can follow.
Put your best foot forward
From a cut-through brand entity and professional documentation, to the systems you need to provide advice and ongoing support – we can help you deliver and evidence great value to your clients.
Optimise your service
We’ll get you set up with access to the products and services you need to start trading and offer your clients the most cost-effective, fair and transparent advice.
Our other core services
Regulatory expertise
- Compliance services
- Advice quality & regulatory consultancy
- Regulatory business consultancy
Financial technology
- Integrated planning & back-office systems
- Product research & resourcing
- Learning & regulatory technology
Business support
- Professional development
- Proposition development
- Growth & exit services
Products and services to get you started
Filter by product type:
Professional development
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
- Training & CPD
- Learning platform
- Regulatory-based training
BUSINESS SUPPORT
Proposition development
Support more clients, more effectively by enhancing your offering and better promoting your services.
- Investment solutions
- Mortgage & protection
- Referrals & partnerships
BUSINESS SUPPORT
Financial planning
Optimise the advice process with free access to Defaqto Engage, the UK’s most comprehensive financial planning tool.
- Streamline operations with a single solution- from ATR to research and suitability reporting
- A consistent methodology to help lower risk
- Deliver a confidence-inspiring advice journey that leads to sustained growth
FINANCIAL TECHNOLOGY
Regulatory evidencing
Show how you’re meeting Consumer Duty regulations with leading tech solutions to evidence you’re working in the best interests of your clients:
- Identify and support vulnerable clients
- Collect detailed customer feedback to evidence understanding and value
- Maintain your knowledge and demonstrate your competency
FINANCIAL TECHNOLOGY
Research & sourcing
Find and recommend the most suitable products to your clients with our research and sourcing tools.
- Mortgage software
- Protection & GI solutions
- Investments
FINANCIAL TECHNOLOGY
Compliance services
Mitigate risk with our expert guidance, support and oversight. Our flexible services can be built around your needs to help you operate in a consistently compliant manner.
- Compliance & technical helpdesks
- Authorisation & FCA reporting
- Regulatory updates & resources
REGULATORY EXPERTISE
Advice quality
Make sure you’re operating in line with regulatory requirements with reviews, advice and guidance from our expert teams.
- Supporting with your advice processes
- Training and competency and certification scheme management
- Reviews and support for more complex cases
REGULATORY EXPERTISE
Business consultancy
Use our cost-effective consultancy to design and implement clear, consistent documentation and processes that streamline your customer service.
- Bespoke investment process
- PROD & fair value analysis
- CIP & CRP support
REGULATORY EXPERTISE
Professional development
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
- Training & CPD
- Learning platform
- Regulatory-based training
BUSINESS SUPPORT
Proposition development
Support more clients, more effectively by enhancing your offering and better promoting your services.
- Investment solutions
- Mortgage & protection
- Referrals & partnerships
BUSINESS SUPPORT
Financial planning
Optimise the advice process with free access to Defaqto Engage, the UK’s most comprehensive financial planning tool.
- Streamline operations with a single solution- from ATR to research and suitability reporting
- A consistent methodology to help lower risk
- Deliver a confidence-inspiring advice journey that leads to sustained growth
FINANCIAL TECHNOLOGY
Regulatory evidencing
Show how you’re meeting Consumer Duty regulations with leading tech solutions to evidence you’re working in the best interests of your clients:
- Identify and support vulnerable clients
- Collect detailed customer feedback to evidence understanding and value
- Maintain your knowledge and demonstrate your competency
FINANCIAL TECHNOLOGY
Research & sourcing
Find and recommend the most suitable products to your clients with our research and sourcing tools.
- Mortgage software
- Protection & GI solutions
- Investments
FINANCIAL TECHNOLOGY
Compliance services
Mitigate risk with our expert guidance, support and oversight. Our flexible services can be built around your needs to help you operate in a consistently compliant manner.
- Compliance & technical helpdesks
- Authorisation & FCA reporting
- Regulatory updates & resources
REGULATORY EXPERTISE
Advice quality
Make sure you’re operating in line with regulatory requirements with reviews, advice and guidance from our expert teams.
- Supporting with your advice processes
- Training and competency and certification scheme management
- Reviews and support for more complex cases
REGULATORY EXPERTISE
Business consultancy
Use our cost-effective consultancy to design and implement clear, consistent documentation and processes that streamline your customer service.
- Bespoke investment process
- PROD & fair value analysis
- CIP & CRP support
REGULATORY EXPERTISE
"You have been excellent in helping me with the transition from restricted to Independent. There is a great deal of support and training available to help with the move and then continuous, ongoing support to when needed. In a period of uncertainty, I have trust that I am with the right partner to help my business to remain successful."
Melanie ScottMJS Financial Services
