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Support services

The support you need, when you need it

We offer a comprehensive range of support services designed to complement and enhance your existing processes. Certain core central functions, such as reporting, finance and banking, will be standardised over time. Other services are available to Futura Group members on an ‘as you need them’ basis.

Operational support

  • Premises management
  • Supplier negotiation and support
  • Back-office paperwork
  • Management reporting

Compliance & regulatory

  • Policy and procedure management
  • Reg data reporting
  • Quality assurance and complaint management
  • T&C management and procedure

Investment & technical support

  • Investment research and paraplanning services
  • Central investment proposition
  • Model portfolio services
  • Discretionary fund management
  • Platform services

HR

  • HR support
  • Recruitment
  • Payroll
  • Training and development
  • Performance management framework
  • Employee engagement and surveys

IT Systems support

  • IT hardware support
  • Systems and security
  • Software support
  • Data management

Marketing & business development

  • Branding and public profiling
  • Website development
  • Digital marketing and lead generation
  • Social media engagement

Finance

  • Budgeting and forecasting
  • Insurances and risk management
  • Accounting and auditing
  • Banking and payments

Client admin

  • Client review reporting
  • Appointment setting
  • Client newsletter and updates service
  • Client portal management
  • Client surveys

Legal & clerical

  • Company secretarial
  • Statutory requirements
  • Contracts management
  • Dispute management

If you are interested in having a discussion with us about the future of your advice business, please get in touch

Contact us

Call us

01903 946968

Email us

info@futurafs.com

Address

Futura Financial Services Group Ltd
Crescent House
Crescent Road
Worthing, BN11 1RN

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