Community
Exclusive Benefits for All Community Members
Join our specialised WhatsApp groups to connect, collaborate, and empower yourself in your expertise in financial services. As a member, you’ll gain access to a wealth of resources, at your finger tips peers for sharing ideas, best practice and that complex case you just need some assistance with, along with exclusive discounts from industry professionals and leading providers. Engage with like-minded individuals, share insights, and take your growth to the next level. Don’t miss out—become part of our vibrant community today!
our whatsapp communities
financial advisers
- Join our exclusive Financial Adviser WhatsApp Group.
- FCA-registered members ensure a trusted and knowledgeable circle.
- Exchange ideas on tax efficiency.
- Seek recommendations for services.
- Gain insights from fellow advising professionals.
- Connect with a community that understands your professional needs and challenges.
- Request to join now and elevate your advising game with confidence.
Mortgage Advisers
- Join our Mortgage Advisers WhatsApp group – a hub of verified expertise.
- FCA-registered members ensure a trusted and knowledgeable circle.
- Experience collective knowledge with almost instant peer responses for challenging cases.
- Discover suitable lenders easily.
- Opportunity for business referrals within the group.
- Supportive community that accelerates your mortgage advice journey.
- Join now and be part of a network that propels success.
paraplanners
- Join the UK’s most dynamic Paraplanners WhatsApp group.
- Welcomes Paraplanners from large national firms to small DA practices.
- Engage in lively discussions on various cases, from simple to complex.
- Leverage the wealth of knowledge and insights shared by members.
- Access specialised sub-groups for SJP Practices and Outsourced Paraplanners.
- Empowering and educational community for Paraplanners.
- Share, learn, and grow in an environment where every Paraplanner thrives.
ops managers
- Join our exclusive Ops Managers WhatsApp group for collaboration.
- Connect with peers facing similar regulatory changes and industry challenges.
- Benefit from an active community sharing insights and experiences.
- Participate in monthly roundtable discussions on Zoom for deeper engagement.
- Supportive network for Operations Managers in a dynamic industry.
- Collaborate, learn, and lead in the world of financial operations.
- Join us to stay ahead and excel.
study group
As you gear up for your upcoming exams – whether it’s AF1, AF4, AF5, AF7, AF8, R02, R06, J02, or CISI Level 6 & 7. Our exclusive community could be exactly what you’re looking for.
Our Study Community is more than just a study group. It’s a place to foster connections, gain confidence and push your exam preparation to new heights. Whether you’re struggling with a tricky concept or need motivation, you’ll find support and solutions here. This community is a dedicated space designed to enhance your exam preparation.
Here’s what you can expect:
- Connect with Peers: Join fellow individuals who are on the same journey. Share experiences, tips, and encouragement in a supportive and focused environment.
- Gain Insights: Access valuable insights and strategies from others who have successfully navigated these exams. Learn what works best from a community that understands your challenges.
- Resource Sharing: Take advantage of shared study materials, practice questions and revision tips that can help elevate your study sessions.