Bankhall has launched a new ‘Foundation’ entry level package.
It is aimed at adviser firms looking to have the regulatory, research and business development support of a provider at low cost.
Foundation is available exclusively online and enables firms to have the basic level of support from Bankhall, but with the ability to add on additional services.
In total, directly authorised firms will have six Bankhall packages to choose from. At the core of each package is Bankhall’s regulatory compliance, with access to additional services such as compliance healthchecks, TCF reviews, file checks, audits and themed reviews – along with product and investment fund research.
There is also a range of support available with learning and development, business transition, technology and marketing, mortgages, investments and protection, along with referral services.
Nick Kelly, managing director, distribution at Sesame Bankhall Group, said: “As we move into the new RDR world one thing is clear: there will be no let up in the regulator’s intensive supervisory approach. It is impractical for busy advisers to keep tabs on everything the regulator is doing. Bankhall employs a large team of highly qualified experts
