John Donne said
“No man is an Island…”
and in the complex business and technology environment, this is most certainly true.
Our philosophy is that, where we can help you directly, we will, but where others have skills that are better suited to your needs, we will - with your express permission naturally - refer you to these businesses.
We believe that in this way, our clients will get the best possible outcome and we have therefore partnered with firms who we consider to be ‘best of breed’.
Adviser Outsourcing was established in 2015 by Sarah Challenor on the premise of operational support and problem solving for financial advisory business.
The team has over 100 years’ experience in financial services and strives to give the best possible client experience. This is coupled with an enthusiasm to keep up to date on the latest technological solutions to enhance operations where appropriate. Adviser Outsourcing’s head office is based in Hinckley and has remote workers across the UK to support the outsourcing services.
Open Door Policy consults with IFAs, product manufacturers and compliance & software support services. We create and document propositions to explain in detail how a firm operates and for use in training and education.
The propositions:
1. Charges Proposition, including a Price and Value Statement.
2. Centralised Investment and Retirement Proposition (CIRP).
3. Consumer Duty Proposition.
4. Annual Update and Reset Service making sure it all remains fit for purpose.
Open Door Policy also produces guides and educational collateral via blogs and press articles as well as building PowerPoints to present to audiences of 1 to 300+.