Whether an appointed representative of a network, or directly authorised by the FCA, your support needs are often the same. Whether it's to accurately reflect and record the advice that's been given into a CRM or compliance submission tool, or chase down that mortgage or protection pipeline!
At Tamed, we work with firms who either want to grow but don't want to commit to employing, or would rather have a specific part of the process handled by someone else, allowing them to focus on what they do best, giving advice to their clients!