Since our launch in 2003, Best Practice has continued to build on our reputation as one of the most widely respected financial services groups in the UK. We achieved Chartered status in 2009. We draw on the considerable expertise and resource across our group, coupled with our unique in-house technology, to provide an award-winning service that is tailored to the needs of your business and clients.
Our approach has been formulated to make your job simpler leaving you free to focus on building your business and providing the best possible service to your clients. We appreciate that every business has its own unique aspirations and approach. We aim to eliminate many of the challenges that you face – whether regulatory, technological or resource-based.
We understand the challenges that face independent financial advisers today. The Retail Distribution Review (RDR) of 2012 was a watershed moment for advisers and wealth managers, forcing the industry to re-examine its practices and attitudes. More recently, the principles and objective of the RDR have been reinforced by the advent of MiFID II. These changes have provided an opportunity for high-quality advisory firms to differentiate themselves in a fresh environment that prioritises transparency and service. Best Practice can help you achieve this.
Our approach is objective and impartial. Our priority is to create and deliver a solution that meets your needs. We maintain high-level relationships with the vast majority of insurance companies, investment houses, pension providers and retail platforms.
Tel: 01403 334455