Financial Solutions Group
Company

Financial Solutions Group

Financial Services 1gb, England, United Kingdom 7 employees
Employees
7
Contacts
1
Emails
1

Financial Solutions Group Overview

Headquarters
1gb, England, United Kingdom
Industry
Financial Services
Employees
7
Founded
2016
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Financial Solutions Group

Financial Solutions Group is a UK-based IFA network built for advisers who want independence. We provide the essential infrastructure to empower advisers to grow their businesses, stay compliant, and deliver outstanding client outcomes without sacrificing autonomy. Our members can benefit from a full menu of services including cutting-edge technology, training and development, compliance oversight, fee reconciliation, and central admin support. We offer unrivalled access to: โ€ข ๐—™๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ-๐—ฝ๐—ฟ๐—ผ๐—ผ๐—ณ๐—ฒ๐—ฑ ๐—ฝ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€๐—ฒ๐˜€: Paperless onboarding, seamless ongoing review delivery, and client engagement tools delivered through bespoke technology, designed for IFAs by IFAs. โ€ข ๐—–๐—ผ๐—บ๐—ฝ๐—น๐—ถ๐—ฎ๐—ป๐—ฐ๐—ฒ & ๐—ณ๐—ฒ๐—ฒ ๐—บ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜: We act as your regulatory principal, managing oversight, regulatory returns, and PII while streamlining fee reconciliation with transparency โ€ข ๐—•๐—ฎ๐—ฐ๐—ธ-๐—ผ๐—ณ๐—ณ๐—ถ๐—ฐ๐—ฒ ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜: Join as an RI and our experienced admin team provides CRM, report writing, and client review support, freeing you up to focus on what you do best โ€ข ๐—š๐—ฟ๐—ผ๐˜„๐˜๐—ต & ๐—ฑ๐—ฒ๐˜ƒ๐—ฒ๐—น๐—ผ๐—ฝ๐—บ๐—ฒ๐—ป๐˜: Whether youโ€™re an AR or an RI; chartered, newly qualified, or planning succession, we have a proposition to support your business aspirations Our mission is simple: to make life easier for independent advisers by offering the technology, support, and oversight for you to remain laser focused on delivering great advice and outcomes for your clients. We are proud to champion a collaborative, adviser-first culture that delivers both independence and security in an ever-evolving regulatory World. Learn more or speak with us at www.financialsolutions.co.uk

Financial Solutions Group Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Financial Solutions Group Org Chart

Sample employees and titles
Name Title Contact
Harry Webster Marketing @ P1
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Leanne Williams Experienced Business Leader: Operations
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Adam Prestwood Deputy Managing Director at Prydis
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Juliet Harvey Paraplanner
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Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

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