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
- Website
- www.financialsolutions.co.uk
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2016
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
Adviser Technology
Advice Operations Infrastructure
Investment and Provider Access
Compliance and regulatory oversight
IFA and AR firm support
Operational infrastructure and admin support
Technology and platform integrations
Business development and growth strategy
Success and exit planning
CPD training and adviser development
Paraplanning and report writing
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: โข ๐๐๐๐๐ฟ๐ฒ-๐ฝ๐ฟ๐ผ๐ผ๐ณ๐ฒ๐ฑ ๐ฝ๐ฟ๐ผ๐ฐ๐ฒ๐๐๐ฒ๐: Paperless onboarding, seamless ongoing review delivery, and client engagement tools delivered through bespoke technology, designed for IFAs by IFAs. โข ๐๐ผ๐บ๐ฝ๐น๐ถ๐ฎ๐ป๐ฐ๐ฒ & ๐ณ๐ฒ๐ฒ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐: We act as your regulatory principal, managing oversight, regulatory returns, and PII while streamlining fee reconciliation with transparency โข ๐๐ฎ๐ฐ๐ธ-๐ผ๐ณ๐ณ๐ถ๐ฐ๐ฒ ๐๐๐ฝ๐ฝ๐ผ๐ฟ๐: 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 โข ๐๐ฟ๐ผ๐๐๐ต & ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐บ๐ฒ๐ป๐: Whether youโre 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 | Location | Contact |
|---|---|---|---|
| Harry Webster | Marketing @ P1 | Bristol, England, United Kingdom |
View
|
| Leanne Williams | Experienced Business Leader: Operations |
View
|
|
| Adam Prestwood | Deputy Managing Director at Prydis | Exeter, England, United Kingdom |
Email
|
| Juliet Harvey | Paraplanner |
View
|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
Compare Similar Companies to Financial Solutions Group
EWM FP
Financial Services
Freedom Financial Group, LLC
Financial Services
M J Smith & Co Ltd
Accounting
Culpeo Limited
Accounting
My Debt Manager
Financial Services
Black Swan Financial Management
Financial Services
London Interim Finance Executive
Financial Services
MB Accounting & Business Solutions Ltd
Accounting
The Pet Accountant
Accounting
Wheelers Chartered Accountants
Accounting