Our Offering

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Technology
  
Technology has enabled our industry, like many others to move forward in leaps and bounds. The efficiency gains (time and money) to be derived by the right set of technology and tools cannot be underestimated. Having seen how the right technology architecture can significantly increase business efficiencies and reduce mutual costs, our proposition .... Read more
  

Training & Development Support
  
We are fully committed to your professional development as there are valuable commercial benefits to both of us if you are equipped with the highest levels of skills set necessary to treat your customers fairly and drive your business forward. We offer .... Read more

Compliance support
  
We don’t leave the safety of your business to chance. We have learned from past mistakes of our competitors. Our outstanding business risk mitigation programme flows through everything we .... Read more

Business Administration
  
Our experienced back office staffs are trained to help reduce the unproductive administrative work that comes your way .... Read more
  

Marketing support
 
We really know what the value of first impression and clear communication to clients is all about .... Read more

 In summary, everything. Our proposition is all encompassing and all inclusive.
                                                                                                                         
Regulatory authorisation to trade
Training, Business development and coaching support
All regulatory fees i.e. FSA annual levy, Financial Services Compensation Scheme
levy
Professional indemnity insurance with core excess of £2,500
On-going compliance support including regular updates
On-going validation of your fit & properness and competency
Point of advice technology solutions
Core research software and tools with access to negotiated additional financial
planning tools
Core IT software license fees
Integrated live IT support
 
And many more …..

In closing, do you wish to trade simply as a self-employed adviser with no additional fuss, or do you wish to set up as an appointed representative firm? You decide.
   
Either way, Unleash is committed to providing you with all the support and market leading proposition that you require to run a successful business in an increasingly challenging world.
    
Act NOW! Join us today to Unleash the full potential within your business!