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
Company Details
- Employees
- 7
- Founded
- -
- Address
- Manor Drive, Exeter,england Ex5 1gb,united Kingdom
- Industry
- Financial Services
- 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.
- HQ
- Exeter, England
Financial Solutions Group Questions
Financial Solutions Group's website is https://www.financialsolutions.co.uk
Financial Solutions Group's LinkedIn profile is https://uk.linkedin.com/company/fsg-limited
Financial Solutions Group has
7 employees.
View email and phone details for 7
employees at Financial Solutions Group.
Financial Solutions Group's industry is
Financial Services
Financial Solutions Group's top competitors are
The Pet Accountant,
London Interim Finance Executive,
My Debt Manager,
Freedom Financial Group, Llc,
Mb Accounting & Business Solutions Ltd,
Wheelers Chartered Accountants,
M J Smith & Co Ltd,
Ewm Fp,
Culpeo Limited,
Black Swan Financial Management.
Financial Solutions Group's categories are Financial Services
Financial Solutions Group's founding year is 2016
