BH Partnership Offers facilities for either retiring partners or those that wish to remain authorised.
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As a BH Partner we will provide you with a full range of support services including
- Commission/fees tracking and reconciliation
- Full Compliance services
- Deal with all regulatory fees
- General administration and paraplanning assistance
- Document management
- IT support
- Assistance with your annual business accounts preparation
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All this should enable you to maximise client-facing time by reducing the burden of administration.
We can also offer other services for your clients such as general insurance and PMI via our associate companies.
Additionally, we can offer Pension Transfer and Long Term Care advice and facilities if you are not currently authorised in these fields.
We give you access to the most sophisticated financial analysis and planning tools and an excellent investment wrap facility.
Finally, as a BH Partner you may be able to participate in the future capital value of the whole Partnership. |
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