We have the experience and expertise. We have led the wealth proposition for some of the world’s largest banks, insurance companies and adviser networks. We are highly qualified in financial
services, financial planning, business planning, and life planning. We are here to help you.
Because of our rich heritage, we have the know-how and experience to understand what it really takes to provide a secure home for high quality, customer-focused advisers.
DOING THINGS DIFFERENTLY
Our virtual-nature and global-reach also means we can do things differently. Take our planning process, The GAME Plan Generator, as an example.
The GAME Plan Generator is available exclusively to the Academy members and their clients. Thanks to our non-intermediating nature, we’ve attracted what we believe to be some of the most
customer-focused planners in the market to plan clients’ life and money.
We also offer market-leading training for new and experienced advisers, a varied business development programme and unique marketing support.
A UNIQUE COMMUNITY
We're proud to be a unique community - the likes of which you're unlikely to find anywhere else within our industry.