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.