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Products/Services Directory
Jacana Limited
Jacana is dedicated to working with IFA firms to optimise their front and back office processes and procedures. The consultants have extensive knowledge and experience of the financial services profession and use their skills to provide a range of management, training and consultancy services.
A Business Innovation Limited
Specialist marketing and business development consultancy for IFA firms looking to build and grow their business. They work with advisers to devise a strategy for growth and then implement campaigns and programmes as a strategic partner in their business.
Alternative Financial Advisers Ltd.
A panel of like-minded Advisers sharing best-practice, inspiration, education and motivation to help each other succeed. Alternative helps members deliver an RDR-friendly client-focused service, by providing training and marketing support, plus hard-hitting marketing and PR that urge the public to seek ‘alternative’ financial advice – revolving around them, not their money.
www.alternativefinancialadvisers.co.uk
The Timebank
The Timebank are the longest established and only fully bespoke outsourced Paraplanning service in the country. They offer a full Paraplanning service, including the ability to gather policy information and remotely populate Prestwood or Truth on your behalf. Furthermore, their team of Paraplanners are all Chartered or Certified Financial Planners, ensuring the highest quality service available.
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