We provide holistic advisory support services. From advisor training and paraplanning support, through to transitioning into business ownership with confidence, we guide you every step of the way to create a business that aligns with your vision.
Whether you are a new advisory business or looking to exit, we help you adapt to industry changes by optimising client propositions and integrating centralised processes. Our strategies boost efficiency, ensure risk management and strengthen the foundation for sustainable growth and increased valuation.
We work closely with distribution teams within asset management to help them deepen their knowledge of the financial advisory profession. Our in-depth understanding of asset management and financial advice empowers our clients to position themselves effectively amongst a competitive marketplace.
We provide tailored consultancy to financial advisors, advisory businesses, and asset managers, helping you navigate industry challenges, optimise operations, and achieve sustainable growth. With deep industry insight and a collaborative approach, we empower you to build stronger businesses, meet regulatory demands, and deliver value to your clients.
“Ciaran presented at our team meeting to help further educate the wider distribution team on the role of an advisor and in particular, benefits of cashflow modelling.
Ciaran’s extensive background in asset management bought a unique perspective to the discussion. His in-depth knowledge and understanding of both asset management and the intermediary market makes for an effective and informative session.
Given the depth and breadth of his expertise, we would not hesitate to engage his services again.”
George Goodall
Strategic Partnerships – Marlborough Group
6th Floor, Business Center, The Meydan Hotel Grandstand, Meydan Road,
Nad Al Sheba,
Dubai, United Arab Emirates
