Our friends

Our friends

 

Collaboration is really important to our company culture and we have deliberately curated ongoing relationships with a select group of complimentary businesses, some of whom are able to provide preferential terms for our clients.  Learn more about our network of friends below:

Skills Edge is our financial services apprenticeship training partner of choice.

Brand Financial Training is our CII Exam training and resources partner of choice.

Intelliflo’s Intelligent Office (IO) practice management tool is currently the only financial services CRM to have achieved Approved Associate System™ status in relation to supporting individuals seeking to achieve ISO 22222 and The Paraplanner Standard™ certification.