Confidence of Professional Membership and Accreditation

Confidence Of Professional
Membership And Accreditation

We expect to be members of the Financial Planning Association (FPA) and believe that membership of a professional association is critical to building a stronger industry and evolving it into a true profession. Importantly, we see such professional membership as critical to building trust and confidence with clients and we encourage our member practices and their advisers to seek membership of a recognised industry association also.

Technology and Support

You benefit from having the flexibility to choose the software that is best suited to your business. You have the option of continuing to use your current industry software. Whilst we encourage the use of XPLAN, Midwinter, AdviserLogic and other prominent industry software is also used across the group. When you adopt our preferred solutions, you will benefit from some additional economies of scale through the Group’s relationships. We support any transition with training.

We also have a range of technological support and consulting available both internally and through preferred partners.

Confidence of Professional Membership and Accreditation