One of the biggest causes of stress for Financial Advisers is the sheer amount of administration that is required for taking on new clients, submitting business, completing annual reviews and generally running their business. In our experience, IFAs want to do the important stuff of meeting clients to help them to achieve their financial goals, but there is an ever-increasing…

When IFAs first approach us to discuss outsourcing their administrative work to us, one of their first questions is “how does it work?” Over the last year many businesses have had change the way they work so that their office has become remote. Here at The IFA PA we have…

The recent World Smile Day made me think about how important smiling is in any business. Building relationships is an integral part of most businesses, whether you meet people face to face or only ever contact remotely. Smiling is a crucial part of building that relationship – if you meet…