Be Partner

As part of the IFA Compliance Programme we are looking to enhance our links with some of the larger or more frequently used product and service providers. We hope that this will improve access for our advisers to the technical and business development support available from providers. In return the providers can expect to see their business position enhanced as this support and promotion has its impact. The 'Partner Programme' offers a variety of methods for providers to interact with you effectively, targeting their marketing and sales effort in the most efficient manner. Our 'Partners' are all listed here, providing you with easily accessible links to their websites. However, we continue to encourage our advisers to trade ‘whole of market’ and we do not intend to become prescriptive about the providers you choose to use. This Programme is our first real push to build these closer links and improved services. Our ultimate clients need advice and product solutions, and this Programme is a genuine effort to make sure that this happens.

CIExpert Introductory Offer

IFA Compliance has agreed preferential terms for the CIExpert service, available to all advisers and firms within the group. Members that already use CIExpert have discovered significant benefits when comparing critical illness plans, cutting through the complexity involved and providing their clients with a well-informed choice. We believe this tool has an important role in increasing your protection business, enabling in-depth research in a fraction of the time. For details of the Introductory Offer see the attached PDF document click here to take up the offer or register for a free one day trial

ITALY COMPLIANCE

In Italia abbiamo stabilito una relazione commerciale con 2CI Corporate Compliance Solutionate alla quale riferiamo i vostri quesiti con focus sull'Italia. 2CI è una società di consulenza specializzata in legal compliance e regolamentazione che offre supporto alle società nella gestione strategica del rischio di compliance e legale. 2CI assicura che i propri clienti rispettino gli adempimenti richiesti da una complessa rete di norme e regolamenti. La società che si rivolge a noi ha a disposizione un team di professionisti esperti e di provata capacità e una struttura di consulenza flessibile che si adatta alle necessità dei clienti con costi trasparenti.

Toby Mansfield - Equity Release Specialist

Toby has been working in the Financial Services industry since 2001 where he gained extensive experience as a Senior Financial Advisor with Lloyds Banking Group in the South East. In 2005, Toby left Lloyds to start his own Independent Advisory Firm Clarity IFA, at the same time moving to be with his now wife Catriona. Toby celebrates his 10th year of Clarity IFA in 2015, an achievement he’s immensely proud of. This highlights Toby’s continued drive and commitment to serve his clients for the long term. He is Vice Chairman for the Personal Finance Society (East Midlands Region) where he enjoys sharing opinions and views whilst promoting the Society’s Code of Conduct with his peers. He also sits on an Investment Committee with other Independent Financial Advisors which helps to underpin empirical research in his investment strategy. Toby volunteers for the Chartered Insurance Institute promoting careers in the industry to schools, colleges and universities. He has delivered lectures at Coventry University and tutored undergraduates; an experience which Toby found great fun. Outside of everything ‘financial’ you’ll find Toby enjoying time with his family; Catriona, twenty month old daughter Darcy and the family dog Freya. Over the last 10 years Toby and friends have put themselves through physical challenges to raise well over £120,000 for charity. He is a member of Derby Triathlon Club, a Trustee for a local charity and a Parish Councillor.

Contact here with Toby