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Hi! I’m Brian Taylor. After 19 years running my own IFA business, in 2011 I joined AFH. Best decision I ever made! Being part of AFH has given me the freedom to spend more time with my clients and to provide them with an improved range of propositions, so I’m actually delivering better outcomes for them too. So how does AFH do it? I thought I’d let some colleagues tell you that.
The right financial planning software supports advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy regulatory requirements, writes Remko Bijtjes, Commercial Director, Defaqto.
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