Business solutions for IFAs, wraps and networks
The impact of the Retail Distribution Review (RDR) is making this a challenging time for independent financial advisers (IFAs) and the distributor market. Businesses need to have a close eye on change management, training and development, as well as the expectation of consolidation in the sector over the next few years. Our specialist team can help support firms in this area though. We have real experience of providing assurance, regulatory, operational and technology services to firms across this sector and support clients at all stages of their development, from business start-up to mature business operations. We can also assist by providing due diligence and expertise in transaction negotiation.
Technology can be transformational in helping to deliver significant business improvements to IFAs, wraps and networks and yet it brings with it some of the greatest and fastest changing threats. With technology taking an ever growing proportion of corporate spending, it now represents the major concentration of risk and reward for many businesses in the sector. Our business protection consultants can design and help develop tailored business continuity solutions, identifying the major spending inefficiencies and cost leakage in your technology cost base, designing and building workable approaches to information security, reviewing your data architecture and helping you define how data is stored and managed, as well as identifying gaps between your technology operations and best practices, and providing solutions to bridge those gaps.
We provide specialist services in the following areas:
- Audit and advisory services
- Tax and payroll services
- Controls assurance, risk management and technology advisory
If you’ve got any questions about our services for IFAs, wraps and networks, get in touch with our expert team.
