Become an Appointed Representative

An opportunity to grow your business

If working as an Appointed Representative is the right move for you and your business, we can remove the inhibitors that are holding your business back.

Your business challenges How we can help
Regulatory reporting & professional indemnity coverWe will release you from this burden. We take care of the regulatory reporting and arrange professional indemnity cover for our firms.
Providing a high value service to clientsWe rely on good people but use technology to drive an excellent customer experience.
Creating a centralised investment proposition Allowing you to compete with larger firmsA credible, well researched, good value centralised investment proposition. You will have access to our investment platform, SIPP & SSAS provider and discretionary fund manager.
Limited resourcesImproving the efficiency of your business with integrated business processing.

Access our products

Clifton Wealth Partnership offers a wide variety of ongoing services aimed at enhancing the customer journey and supporting your team at every step.

Access to our experienced staff

Ability to leverage experienced staff, including a qualified advisory team to reactivate dormant accounts. Fully supported inhouse team with expertise in:

  • Post-sale case management
  • Novation of clients
  • Letters of authority
  • Paraplanning support

Business Services

  • Compliance oversight
  • Professional indemnity insurance
  • Provision of back office client relationship management system
  • Provision of a variety of software licenses – including cashflow modelling, suitability report writing and investment comparisons
  • Outsourced defined benefit transfer services

IT and technical support

  • Remote IT support team
  • Our In-house technical team will design, build and maintain your company website
  • Proprietary "Connects" CRM system
  • Call recording

adviser and client portals, enabling the following:

  • Online applications
  • Online portal for clients to view all of their finances in one place
  • Online portal for advisers
  • Daily updates for the valuation of portfolios

Marketing

  • Branded stationery and business cards
  • Access to marketing, brand and design services to support promotions, advertising and collateral
  • Regular newsletter updates for your clients including industry news, opinion pieces and regulatory updates
  • Centralised marketing and social media expertise
  • Support with events and seminars

Our Process

Our process
Your business
Get in touch today

01275 813 700

enquiries@cliftonwealthpartnership.co.uk enquiries@cliftonwealthpartnership.co.uk