Applied tax, technical and financial planning "know how"

Our extensive experience on all aspects of the financial planning process equips us to deliver insightful and profit generating support for financial advisers and financial institutions.

For Financial Advisers we deliver:

A full on-line Knowledge Management Platform (incorporating and extensive technical library, daily Bulletins and Multi Media learning programs) - Techlink Professional
On-line adviser tools
Business focused CPD accredited by the CII and IFP
Case related technical support
Business Generation Initiatives
Bi-Weekly segmented client and professional adviser communication, quarterly newsletters and website content - Techlink Communicator.

For financial institutions we deliver:

Everything that we deliver for financial advisers (see above) PLUS
Consultant development and support
Flexible outsourced technical support for in-house teams, consultants and advisers
Proposition enhancement and development
Trust (and supporting guides) production and maintenance
Specialist tax, legal and marketing consultancy
Qualitative ( wholly interview based) adviser insight and research programs on key market, advice and proposition subjects.