Introduction

The attached pages are a guide to services we can offer to Financial Institutions such as Product Providers and Investment Groups who promote their business through intermediaries. To maximise your return on capital it is essential to understand your market place, the impact of changing attitudes, the impact of the changing regulatory environment and the impact this will have on product/fund distributors.

At IFA Consulting LLP our Business Consultants have built up and sold IFA practices and advise IFA practices on a day-to-day basis helping them improve their business models. We understand the way IFAs think and work and what they need, the challenges and risks involved, and how to help overcome these challenges and risks.

IFA Consulting LLP is managed by Ralph Pettengell, a Council Member of The Association of Taxation Technicians and one of the most professionally qualified in the Financial Services industry having attained FPFS, ATT, ACSI and ACII (Pensions route) all by examination. Ralph has 30 years experience in the Financial Services industry of creating and growing a Financial Services business, buying and selling investment businesses and helping IFAs improve their businesses. Ralph also trains Independent Financial Advisers and Trustees on a whole range of financial services topics.

Our Business Consultants have expertise in advising Trustees of Charities, Family Trusts and Pension Schemes on how to meet their statutory duties regarding Trust Investments. Compliance with the Law is becoming more and more challenging for those that do not have the resources to employ the expertise required. Pensions legislation, the Trustee Act 2000 and the Charity Commission all place legally binding obligations on Trustees, this is where our expertise can help remove these potential liabilities.