Our financial planning specialists are here to help you clarify how advice firms can prepare for the upcoming changes, creating the time and space to plan, prep, and tick off the 'to-do' list before 2027 rolls around.
Grant has over 10 years with Verve, and is our resident technical expert. He supports advisers with technical queries, investment and platform propositions, compliance checks, creating templates and helping them to build a blueprint for their business. He also creates innovative new templates, processes and solutions internally to enhance the adviser experience.
Alanis provides compliance support to our clients and is responsible for Quality Assurance, providing common sense advice on all areas of regulation. She also consults on regulation changes ensuring our clients are kept up to date with FCA updates and answers your technical queries. She recently undertook and passed AF7 to further deepen her knowledge in the pension transfer sector.
Alanis Daniel and Grant Callaghan are joined by Standard Life and BareRock for our IHT, Trusts and Bonds webinar.
watch hereIn our latest GROW webinar, industry experts from Marloo explore how AI is transforming IHT planning for financial advisers.
watch hereKirsty Anderson (Quilter) joins Cathi Harrison (Verve) to help advisers prepare for the upcoming IHT changes in 2027.
watch hereOur TALK webinar explored how the market shifted and the client trends emerging as a result.
watch here
Client understanding is a core part of Consumer Duty and your suitability reports are one of the most direct ways of supporting this. A bespoke suite of templates can make this part of the Duty a breeze to adhere to.
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We've been providing paraplanning support since 2009 so we are, quite frankly, pretty good at it! Full flexibility is available, ad hoc or ongoing, with a experienced, qualified and knowledgable team available to support.
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Whether you already have an in-house team and need extra support, or want to outsource all of your administration, our flexible, friendly team of admin experts are here to help. Either ongoing support, or ad-hoc projects can be covered.
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