Group training

All our Consultancy Services are available on a group basis for advisers keen to get the benefits and structure of face to face consultancy at a more affordable cost.

Sharing the cost of the consultancy and venue between a number of advisory practices can be extremely effective way of accessing the support required without breaking the bank. Many firms participate in user groups, business forums or co-operate both formally and informally in other ways. Such associations or groups are a perfect way to get such access very cost effectively. If you would like to discuss engaging our services on such a basis please contact us for an initial discussion.

Product providers, asset management groups, wrap and platform businesses, networks, professional bodies and service providers who would like to sponsor or subsidise the cost of  specific programmes should contact us to discuss your specific requirements and available budget.