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 acts as Interlocutor

"Business doesn't know how govt works" "Govt doesn't know how business works"

Firm: "We don't understand accounting"                          Accountant: "We don't understand their work"   

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


Accounting records
Business assessments
Capital adequacy reporting
Compliance monitoring
Financial Conduct Authority RegData forms
Maintaining client records
Portfolio review