Our Service is geared towards supporting IFAs and small Financial Adviser businesses that utilise the True Potential operating system either directly or via a Network such as Positive Solutions, Truly Independent or TPPCS. We individually tailor support services to offer both pre and post sale support services including:

Pre Sale Support

• Technical Research
• Produce & Market Comparison Research
• Fund & Sector comparisons
• Transfer & Provider Sourcing Facilities
• Produce research and justification
• Analysis of clients' circumstances
• Product comparison checklists
• Review of alternative options and strategies

Post Sale Support

• Factfind Reconciliation
• Suitability Letters
• Submission Packaging
• Compliance Support
• Post Sale Review
• Recommendation Justification

This is not an exhaustive list, and we would be prepared to address any additional functions which may add value to your business.