Links

Please click the categories below to view the associated links.

Regulatory and Industry Bodies

Financial Services Authority
The Financial Services Authority
The FSA is the regulator of the financial services industry and their site is aimed at providing information to both members of the profession, and to the general public.

One North East
The Regional Development Agency for the North East of England, providing grants for development and training.

The Chartered Insurance Institute
The CII is the premier professional organisation for those working in the insurance and financial services industry.

The personal Finance Society
The Personal Finance Society is the leading professional body for financial advisers and those in related roles.

Software Providers

1st - The Exchange
1st - The Exchange provide both Adviser Office, the leading client management system for professional advisers, and Exweb, the market leading portal for UK financial intermediaries.

Linden House Software Limited
Linden House is the largest Premier Partner of INVU Services Limited, the developers of the INVU range of Document Management products. The company also provides the software that seamlessly integrates INVU with Adviser Office.

INVU
One of the leading document management systems in the UK market.

Watermark
Watermark - Another of the leading document management systems being used by IFA practices.

Truth Financial Planning Software
Truth Financial Planning Software® enables financial planners to give their clients the answers to the big questions that matter most - with ease and accuracy.

Support Services

Adviserwise.com
The place to go to find out about e-services. This site provides a comprehensive list of product providers and e-service suppliers.

Aero Networks
Aero Networks
Aero Networks provides a full range of reliable, cost-effective IT support services to businesses situated mainly in the Newcastle/Durham area of England.

Compliance Oracle
Compliance Oracle is an established provider of effective compliance solutions to Financial Advisers. The service is both personal and professional and at the same time very cost effective when measured against other compliance support providers within the industry.

The Paraplanner
The Paraplanner is a primary source of information for paraplanners across the country. This site brings together the primary source of information and comment relevant to the role.

Practical Compliance Solutions Ltd
The company's is to reduce IFAs regulatory burden and provide a choice of service levels that will allow IFAs to move forward with confidence and let them concentrate on what they do best, running their business! Practical Compliance solutions provide flexible support packages ranging from remote assistance to regular to onsite support.

virtualparaplanner
Virtual Paraplanner
Virtual Paraplanner provides off-site IFA support services, including research and report writing, on a one-off or ongoing basis. All the work is undertaken by a Certified Financial Planner.