QUESTION

Want to grow a retail ‘advice’ business without drowning under the never-ending ‘legacy-liability’ and to have your compliance resources help the growth of your business rather than hinder it?..

PARAPLANNING

4TR provide compliance services to all retail advice firms large and small to assist them in integrating better technology solutions to their business to provide more robust advice and quality controls. The business was founded by two leading specialists in remote advice, cloud business systems and client meeting recording solutions and are available for consultancy and project work.

4TR provide paraplanning support either as a consultancy service to assist smaller firms interpret the FCA requirements and FOS decision implications on their advice or as an ongoing paraplanning service providing research and suitability letter support for all smaller firms- utilising latest suitability writers and over 30 years of FCA compliance knowledge. We can also offer feedback and training suitablity considerations to individual advisors.

4TR provide technology solutions together with ongoing support & training. Ever been told by your IT department that you cannot do something because of the cost or lack of resources? Fear not as we eat impossible challenges for breakfast and our resident IT Guru Rod Reed designed and implemented one of the earliest cloud-based national IFA practices utilising videoconferencing and Microsoft Office 365 Solutions.