Finding Clarity

Centralised, integrated support for financial planners and wealth managers is now more important than ever. Our bespoke, multi-award-winning service offers you the tailored blend of products and support that best suits your business. We can help with compliance, regulatory advice and innovative technological solutions.

How can we help

Service

We aim to deliver the best service and support in the UK. We offer a comprehensive service encompassing everything from regulatory support to training, including individual training and competence, funding for all exams up to Certified or Chartered level, and customised IT solutions tailored for each individual practice.

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Innovation

Best Practice’s IT solutions are widely considered to be among the best in the UK. We recognise that efficient, intelligent technology is integral to the long-term success of any business. Like financial markets, technology doesn’t stand still so we continue to develop and refine our systems and software to ensure we remain at the forefront of innovation. We began developing our own web-based software back in 2004, and have continued to innovate, update and refine in order to deliver robust, cutting-edge solutions.

Tailored technology

Recognising that every business is different, our systems are configured individually. Configurations can include:

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  • Unlimited websites
  • Paperless office
  • Real-time valuations
  • Wrap solution and integration
  • Notional accounts
  • Remuneration modelling
  • Newsletter
  • Fully branded client login

We encourage our network members to take ownership of their own systems and your staff and clients can access a 24-hour virtual office 365 days of the year.

Best Practice IFA Group

Sussex House
North Street
Horsham
RH12 1RQ

Email: info@bestpractice.co.uk

Tel: 01403 334355