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What our clients think...
“An excellent day that has prompted me to act on issues I was aware of and other new things I learnt on the day.”
Mark Spendlove
IPP Group
“Very informative - showed me the need to change in the future.”
David Richmond
TIC Financial Services UK Ltd
Latest News
One Day Workshops - Top Ten Tips for RDR Success - Nationwide during Feb and March 2012
Due to unpressidented demand from IFA's Principals we are holding a number of nationwide Workshops During Feb & March 2012. Read more »
Feeling the strain of meeting RDR? - Read on...
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With less than 12 months to the RDR deadline (1/1/2013) why not take the 'Fast Track' to meet RDR model change requirements with New Adviser's 'RDR Fast Track' Training System?
Next Fast Track Module Workshops
Thursday 9th Feb 2012 - London 'Client Propositions, what to charge'
Thursday 23rd February 2012 - Stirling 'Clients for the RDR Journey'
Each Workshop investment only £179.50 plus vat (lunch included)
Booking Line 0843 289 3676
Read more »
'New Years' Offer on Consultancy PLUS Service

Consultancy Plus Programme
'2012 New Years' SPECIAL OFFER FOR ALL IFA'SSession taken during Q1 (Jan - March 2012)
Normal Consultancy Plus fee £2,787 (plus VAT)
Special Offer - Only £997 (plus VAT)
for full details or to book ring 0843 289 3676
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'Fees Without Fear' event raised over £500 for Nepalese children's charity
Nick Peters (New Adviser) & Eric Makereth (BMC PlanLab) presenting cheque to Davie Woods of CITC Charity. Read more »
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