Perhaps if you gave me one big lump sum of cash, I wouldnt have to keep asking for small amounts all the time. (Conde Nast TagID: cncartoons004990.jpg) [Photo via Conde Nast]

 

Red Tape Consulting

"keeping tabs" for Financial Services firms

Separating the average from the elite - our back-office support helps financial advisers and wealth management firms focus on business development and prospecting, while we take care of regulatory issues and requirements, such as:


Accounting records
Business assessments
Capital adequacy reporting
Compliance monitoring
Financial Conduct Authority GABRIEL returns
Maintenance of client records
Portfolio review