Fees
Our fees for our services are set out below. If you cannot see a service that covers your requirements then please speak to us in the first instance and we will give you an idea of cost within 24 hours. Please read our Terms of Business.
Maximising Sales Opportunities through Intermediaries
- Helping you get a clear understanding of how the Principals of IFAs think.
- Help you understand the Risks that RDR presents to the Principals of IFA firms
and how you can help remove these risks. - Understand exactly what IFAs want and what motivates them to make decisions.
- Understand how best to position your funds/products in the Intermediary Market.
- Training of Broker Consultants to understand the IFA market place.
- Understand how to turn fire-fighting and trouble-shooting into a positive return.
Guide Price for this Service - From £150 + VAT per hour
RDR - Turning RDR into a profitable business opportunity
- Training your staff to a level of excellence to add value to IFA practices.
- Developing strategies to understand how to maximise fund/product sales long term.
- Understand the risks faced by Product Providers with short term fixes to compete
in the RDR world. - Helping Product Providers and Fund Managers to get ready for RDR.
- Testing systems to determine if you are RDR ready.
Guide Price for this Service - From £750 + VAT per day
Market Research/Market Intelligence
- Plugging the gaps that market research can't fill.
- Understand firsthand from experts with IFA experience what they want,
and what they don't want. - Understand firsthand how thinking is changing post RDR.
Guide Price for this Service - From £750 + VAT per day
Product Development
- Help at the early Think Tank stages to determine the shape of the project.
- Creative ideas from experts in the financial world giving you a competitive edge.
- Testing ideas and products in the market place.
- Working with Market Research companies to get wider feedback.
Guide Price for this Service - From £150 + VAT per hour
Understanding your Market Place
- An opportunity to discuss ideas/concepts with IFA experts.
- Find out why you have failed to make an impact and why others are successful.
- Understand current thinking and what risks you face in the future.
Guide Price for this Service - From £750 + VAT per day
Buying IFA practices
- Design the right business model going forward and understand the benefits and
risks of this strategy. - Understand the Due Diligence required beyond the Financials - the hidden risks.
- Understand the importance of getting the right fit and how to determine the correct
business model to purchase. - Understand how to maximise production and transition the firm into your model.
- Help evaluate your current strategy and design a plan to address issues and
maximise returns.
Guide Price for this Service - From £750 + VAT per day
Planning for the future
- Looking at how the future shape of the UK Intermediary Market will unfold.
- Helping to plan for the new world.
- How to deal with legacy business
Guide Price for this Service - From £750 + VAT per day