Managing your business
Tailored financials & bespoke terms
We believe that all advisers have unique offerings and requirements and therefore we tailor our terms to match each specific situation. We have no hidden charges and we operate an entirely transparent structure.
Not being restricted by 'standard terms' we will reach a mutual agreement on the appropriate terms and service applicable to you and your business model. In doing so we will take into account items such as; different income streams, business mix, qualifications, case size and persistency.
As part of the largest independently owned IFA Groupings Falcon benefits from enhanced terms from providers without requiring their investment to sustain our business model.
There are no restrictive product panels at Falcon as we believe ‘whole of market’ should mean just that and that advisers should be free to advise.
Operationally streamlined & technology enabled
Whilst working with Falcon you will be given the freedom to choose those 'technology partners' appropriate to your individual business model.
We do not insist on the use of one preferred solution and we will help you choose the most appropriate to your needs.
You will have free access to our Extranet and systems that allow you to submit, tracking and manage your business process.
Access to research data, suitability letter libraries and all the relevant forms and documentation you could require.
We will support a 'paperless' model but will not insist on it.
Next Page - Developing your business