Please reach us at kelly@clientsupportsolutions.co.uk if you cannot find an answer to your question.
The support we provide really is bespoke to your needs. We cover all aspects of administration and business support detailed in our Services section. But if there is something you are looking for that isn't listed, lets chat it through and agree your package.
Yes we can, subject to available resource.
Absolutely! We have contact with clients for some of our Advisers, others prefer to retain their client contact themselves. Whichever works best for you and your clients is ok with us!
We work with a vast array of platforms and providers. 7IM, Aberdeen, A J Bell, Aviva, M&G, Quilter, Royal London and Transact are just a few.
We are happy to work on your preferred back office system and have experience using:
X Plan
Enable
True Potential
Intelliflo
We offer support on a fixed retainer or an ad hoc basis. Please do drop us a line to find out more.
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Client Support Solutions Limited are not authorised by the Financial Conduct Authority, and are therefore not regulated to provide financial advice.