The Adviser Centre Consulting Services

How we can support you and your business

The Adviser Centre provides informed, specialist advice to financial adviser firms of all sizes who are seeking support from an independent external consultant.  We can help in the areas of centralised investment propositions, investment committee work and ongoing suitability and regulatory requirements for third-party DFM arrangements.

We understand that adviser firms face the burden of increasing regulatory and compliance costs, as well as other overheads.  The task of documenting and maintaining key controls is a further challenge.  The FCA has also highlighted that inadequate or misdirected research is often the cause of poor client outcomes. 

To assist with these and other business challenges, we offer an independent appraisal of the procedures that advisers use, helping them to improve their processes and practices to achieve high regulatory standards as well as greater efficiency, thereby releasing valuable time for dedicated client work. 

We work with a variety of firms and we know that businesses vary in their cultures, business needs and working methods.  Our aim is to understand these important dynamics and to make a real difference to them in a cost effective and positive way.