Time Management
Being a Financial Adviser involves two very separate calls on your time. On one hand is the true value you add through giving your clients relevant and appropriate financial advice. On the other is an ever-growing mountain of paperwork and administration.
Administration
Policy Services is here to do the admin for you, allowing you to spend your time adding real value. It is a service we developed to assist advisers switching their business to restricted firms.
Online Access
We do not compete with your advisory service in any way. We help to reduce your in-house costs and obligations, offering you online access to client account information. And if your Client needs Independent Advice, we're ready and able.
Welcome once again. We look forward to making your professional life considerably easier.