Please click the categories below to view the associated links.
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.
The Regional Development Agency for the North East of England, providing grants for development and training.
The CII is the premier professional organisation for those working in the insurance and financial services industry.
The Personal Finance Society is the leading professional body for financial advisers and those in related roles.
Avelo provide both Adviser Office, the leading client management system for professional advisers, and Exweb, the market leading portal for UK financial intermediaries.
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.
One of the leading document management systems in the UK market.
Watermark - Another of the leading document management systems being used by IFA practices.
Truth Financial Planning Software® enables financial planners to give their clients the answers to the big questions that matter most - with ease and accuracy.
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 provides a full range of reliable, cost-effective IT support services to businesses situated mainly in the Newcastle/Durham area of England.
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 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.
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.
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.