Our fully rounded Business Monitoring support will reduce one of the potentially highest risks in your business.
Business Monitoring support is often referred to as file review, but we don’t subscribe to that simple thinking. Our Business Monitoring support provides so much more. Not only do we review your files, we develop the quality and suitability of the advice you provide. By going the extra mile, we help you be the best you can possibly be.
Of course, pre-sale, post-sale, regular and ad-hoc reviews are all available and across all areas of business. We can check 100% of cases for new advisers and our service can shift and adapt to dovetail perfectly with your own firm’s T&C scheme. But… our Business Monitoring Consultants also provide adviser coaching and training where we feel this will provide better value and even better advice results and outcomes for your firm and your clients.Back