This site is for the use of financial intermediaries only and not for the use of general public. To find out more information about our offering please contact us
A One-Stop Shop for financial professionals
Why Adviser Zone?
Adviser Zone has created THE one stop shop to support our trusted member IFAs, brokers and introducers.
We offer our members: (via our network company)
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Fully regulated routes to market that comply to MiFID II and Insurance Distribution Directive (IDD) status enabling members access to various products and services not usually available to them e.g. APTA (appropriate pension transfer analysis) report formerly known as TVAS reports; SIPPs and ROPS.
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Any required back office support and administration.
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Interactive CRM system showing clients progress through product process.
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Discretionary Fund Management.
Through years of industry knowledge we know there is no such thing as a “one size fits all” and as such we tailor our service to our members requirements. Because of this approach our members range from the largest of firms to one -man bands, however, one thing we will never alter; Our members must obey the MiFID II rules.
Should this sound like the service and standards that could benefit your business please complete the following form or call one of the team on the numbers at the bottom of the page.
Adviser Zone was created to provide advice on UK & overseas pension transfers and provide information on additional retirement benefits within overseas pension schemes to financial advisers, accountants and tax advisers who may not have the knowledge to advise clients themselves, as well as individuals who do not have access to a financial adviser.
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Adviser Zone have access to some of the most experienced advisers on UK, non-UK & overseas pensions and who have been involved in ROPS, QNUPS and SIPP’s since they were introduced. Download our brochure
PRODUCTS
&
SERVICES
FUNERAL PLANS
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Adviser Zone can arrange funeral plans for your clients in most places around the world safeguarding the clients loved ones from rising funeral costs and additional stress, this also gives the adviser the opportunity to document their client’s final wishes.
LIFE INSURANCE
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Adviser Zone can arrange to protect your client and their family from the financial impact of life's unexpected events such as death, disability and critical illness, underwritten by Global reinsurers and paid out almost anywhere in the world.
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TRUSTS
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Adviser Zone can arrange the setting up of a trust on behalf of your client.
BACK OFFICE SUPPORT
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Adviser Zone can provide a complete back office support
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OUR PRINCIPLES
TC(m)F - Treating the Customer more than Fairly - You should not offer any client any product/service that you wouldn’t feel comfortable recommending to a close friend or family member.
Value the lead - If you were paying £500 for the lead how would you look after it? Get all the contact details and call when you say you will. Our introducers are our life blood - value them.
Transparency - Provide upmost clarity for our valued introducers and clients - Always leave a note! Complete your tasks!
Attitude - Be better today than you were yesterday and strive to be better tomorrow. Don't justify mistakes, learn from them. Don't waste time worrying or blaming. You can only change you! Never stop learning, always look for a solution before asking how to do it!
Performance - Every day we strive to be better than the last! That means going the extra mile, not being content with average performance and wanting to be the best at what you do. You are what you achieve!
OUR PEDIGREE
The Adviser Zone concept was created by having the foresight to anticipate the impact of the MiFID II rules. The team behind the concept is a fusion of two of the most successful international IFA networks. Our team has years of industry experience and knowledge. We are passionate to remain the number one network for International IFA’s by supporting our members above and beyond what they would expect...
Firstly, our IMD licensed business in Cyprus, which has been operating as an international IFA for many years, with hundreds of million of pounds under management and a client bank of thousands, provides our members with the wherewithal to write business in a compliant manner.
Secondly, the member facing service is headed up by the management team behind the UK’s largest secured loan network, who were responsible for more than 50% of the UK’s secured loan brokers. As well as broker based, was also tasked by the UK high street banks and insurance companies to manage the requirements of their clients. Not only initially but also year on year; never being beaten in a championship challenge due to the 0% complaint level and 100% client satisfaction.
Top class service and technical support is the result!
Transparency
We believe in clear, concise real time reporting for our members. Our own in house IT team - which has developed CRM systems for some of the largest UK financial houses - has created Azam to give real time access to the progress of each individual case - however if this isn't enough, we are only a phone call away.
Consistency
Fee shares remain constant for all. However, we are able to offer volume over-ride on certain activities. This ethos allows us to have members who complete hundreds of clients per month to members who may only complete one case per month. We provide back office support for the requirements of each and any of our members as well as chase all the pension companies and trustees ensuring timely results.
Integrity
Knowledge & experience of developing networks has taught us how difficult it is for our members to build their client base and that should be respected at all times. We will never overstep boundaries, appreciate that your business is entirely that – yours! We will never move away from our compliance goals but we offer a flexible, tailored service to compliment your business.
FAQs
What is the 'Markets In Financial Instruments Directive - MiFID'?
The Markets in Financial Instruments Directive (MiFID) is a regulation that increases the transparency across the European Union's financial markets ... more
BREAKING DOWN 'Markets In Financial Instruments Directive - MiFID'
The stated aim of the MiFID is for all EU members to share a common, robust regulatory framework that protects investors. MiFID came into effect ... more
EU Regulatory Harmonization
MiFID is just one part of the regulatory changes sweeping the EU and impacting the compliance departments of all the financial firms - insurers ... more
MiFID II Compliance
In addition to upgrading the current regime for equities markets, the second Markets in Financial Instruments Directive proposes to extend this ... more
MiFID II and Brexit
One may certainly expect the UK’s financial services industry to be impacted by Brexit + MIFID implementation. However, the nature of the impact is ... more
CONTACT
Adviser Zone Ltd
Adviser Zone Ltd was created to provide a convenient one-stop source of information for a variety of financial products, including UK and overseas pension schemes.
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For any general inquiries, please fill in the following contact form:
OUR ADDRESS
2 The Drive, Hatfield, United Kingdom, AL9 7BD
Email: info@adviserzoneltd.com
Tel: 0203 900 3585
