Our objective is to provide your company and its representatives with a comprehensive and independent tax, legal, marketing, product development, training, sales support and business development service that, based on a continuing understanding of your business, will significantly add value to your existing resources and, as a result, enable you to better and more economically achieve your tactical and strategic objectives.


Experience has shown that consultancy arrangements are most fruitful if they are based on a continuing understanding of your business. Consequently we strongly suggest that our formal relationship is founded on regular (at least quarterly) agenda-led meetings. This ensures that you are constantly appraised of relevant developments in the market, products, tax and law, and we are always aware of your current business objectives so as to be able to focus clearly on what is relevant to you. We cannot over-emphasise the importance of this regular contact.

Product and proposition development

Being acutely aware of the realities of financial life (importantly assisted through our day to day and strategic support of our IFA clients) and based on our continuing understanding of your business, distribution channels and product range, we will seek to develop need driven products and propositions. We are well equipped to do this by virtue of our:

  • continuing day-to-day experience with IFAs
  • continuing day-to-day experience with controlled advisers (including bancassurers)
  • our passion for the acquisition, storage, retrieval and creative use of relevant information and intelligence.

Trusts (Including Trust Audit)

As well as drafting your own trusts supported by keyfeatures, completion, technical and marketing guides we are able to offer a rationalisation of your trust forms, all as part of our Trust Audit. We believe that your draft forms (trusts, agreements etc.) should all be audited on a regular basis to ensure that they always reflect best practice.

Other supporting materials include an online trust decision maker.

Interest Generation

Despite our deep commitment to providing an unrivalled standard of technical excellence we also recognise the critical importance of generating in the client, or potential client, (including the independent financial adviser) a desire to take action, or even just to have a meeting to `find out more`. That is why we are continually developing ways for your representatives to inspire this interest in buyers and, where relevant, independent financial advisers.

Business Generation Ideas/Presentations

We will work with you to develop Business Generation Initiatives concentrating on the use of your key products. All the ideas will be succinct and with a strong adviser/client focus.  Each idea will be supported by a fully referenced presenter's guide that

  • anticipates the questions you could be asked, and
  • gives you all the technical details and confidence you will need to make an effective presentation


Our continuing experience in supporting financial advisers and financial product providers equips us to plan and deliver appropriate partial and full technical support outsourcing solutions for short or long terms.

Education & Development

Having understood your existing resource and made you aware of what we can provide, we can then identify how we can add value to your existing education and development resource.

Especially given the ever increasing drive for higher levels of consultant competence in an increasingly competitive world we focus on education and development beyond basic product training.

Our Professional Development Programmes will be constructed and delivered so as to meet your specific needs. They will be focused on taking your representatives into the more `advanced` markets by substantial simplification and `bringing down to earth` of perceived difficult topics.

Our Programmes are the proven way to upskill and increase their confidence and ability in the more demanding advice-based markets.

We can also work with you to develop a meaningful competence maintenance programme ('CMP') complete with testing for your representatives and back office staff.

Our Professional Development Programmes can be business focused and for professional qualifications (eg Diploma / Advanced Diploma).

Pensions Consultancy

We can provide in-depth pensions consultancy to add value to your existing resources - sometimes a second opinion is just the comfort you need. We have deep experience on most aspects of occupational and personal pensions.

Keeping you up to date and managing knowledge

Through Techlink Interactive you will be kept up to date online with the latest developments and ideas in tax, and tax planning, the law (including regulation), pensions, investments, protection - UK and international. You will also have a comprehensive library at your disposal together with the ability to access consultancy for further support if you need it.  Techlink also provides you with a growing suite of multi-media applications including online learning, podcasts and videocasts.

Adviser tools and Expert Systems

Even the best sales and marketing material, combined with the best training and competitive products, can sometimes fail to achieve consistent success. Often the missing ingredient is confidence. Our Expert Systems are being designed to provide comprehensive and clear tracks at the point of sale that, when followed, ensure that best advice is always given - especially in areas of perceived difficulty. Constant use of the Systems will instil good habits and good habits produce good results. Not only that but through our Expert Systems you have the basis of a practical training programme and the assurance of homogenous good advice in every case.