Need help improving
your Business Visibility?

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Managing to many clients?

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Managing to many clients?

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Talk to us

100%

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100%

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staff in admin & dev team

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Need to managed your FAP?

So, the new regime is now in force and you are expected to be running your business in line with the policies

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At TAP it’s not just about aggregation, it’s about equipping advisers for the future.

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Need a better way to monitor your Governance over you clients?

Along with regular templates, oversight and guidance from our dedicated compliance team,

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A comprehensive admin support service from trained professionals allows you to focus your time on growing your business.

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Our Solutions

When are you free? Let’s talk.

Set up a meeting

Regan Thomas, Money Tree Financial Services

"I wanted my CRM to be an essential tool, not an expensive address book… I got a set of systems and automations, compliance advice, a CRM and a virtual PA to run it all, all in one.”

120 Employees

15% Increase in sales

Nigel Perkins, Mortgage Broker

Specialising in personal and commercial mortgage lending,

Nigel is passionate about establishing and growing strong successful relationships with clients.

50 Employees

115% Increase in loans

Shakeel Lal, Halo Advisers

"It gives me a lot of confidence knowing there are people behind me who are ready to step in and help me with licensing at any point.”

150 Employees

Shakeel Lal, Halo Advisers Ltd

With over 14 years experience working with insurance providers,

Shakeel is passionate about Insurance and educating people on why it’s important.

150 Employees

Who are you?

This tool is designed to simulate a request for information that needs to be supplied before a monitoring visit takes place.