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Money solutions have over the past three years been working closely with IPD they have helped us to develop our knowledge and implement the current joint venture Financial Services Company we have with Syddall Chartered Accountants. Our mission is to make the new business a successfully financial services practice.
IPD is a management and business development consultancy, working exclusively with IFAs, solicitors and accountants.
Their mission is a simple one: "to provide the highest quality financial planning services to solicitors' and accountants' clients by creating an environment of complete understanding, total trust and mutual respect amongst ourselves and the other professions."
They achieve this through the provision of a broad range of services & consultancy, including:
Initial assessment of your practice's capability to work with the professions and development of a market entry strategy
Development of a detailed, structured proposal, outlining what you can offer & how the relationship will work
Training & development programmers for practice partners/staff, as well as your own teams
Design & implementation of Service Level Agreements & management systems.
Full range of detailed technical manuals & guides business development, marketing & PR support
With a unique understanding of the interface between financial planners & the professions they have helped firms develop profitable, long term partnerships.
If your practice would like to develop a professional financial services proposition please e-mail us on enquiries@moneysoltions.co.uk
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