The new regulatory world, post-Conduct of Business Sourcebook

“We have been 2020 members for 4 years now and during this time our business has undergone significant transformation and growth – and this is in no small part due to the help and support provided by 2020 Financial Services and Kevin Moss in particular. While many financial planning firms may find themselves getting bogged down with compliance issues and regulatory requirements, we have the peace of mind that this is being professionally handled on our behalf by 2020 which means that we can focus solely on growing our business & becoming more profitable.

2020 have managed to strike the perfect balance between always being there when needed by providing very high quality support & advice and letting its member firms get on with building their business in whatever way they see fit.

I know many other financial planners who resent their network, dread dealing with them or fear their arrival in their offices for compliance visits. This could not be further from the truth with 2020. They are our business partners and they are almost as passionate about growing our business as we are! And having them in the office for their annual compliance visit has always been extremely productive and an absolute pleasure!”

Simon Weeks, Director of The Wow Company UK Ltd - www.thewowcompany.com

“We are a small professional services group comprising a firm of accountants and a company of independent financial planners. Our financial planning company has been an Appointed Representative of 2020 Financial Services for nearly 3.5 years and we are very positive about our association. I have personally been a Registered Individual for over 18 years and have worked in all forms of regulated IFA entities. I have found that 2020 Financial Services has provided the most cogent, helpful and focused assistance to us. The service is of a high quality and dependable, the people are helpful & courteous, the regulatory and business development updates are regular & practical and the charges are appropriate to the high quality of service. I have no hesitation in recommending 2020 Financial Services as the network of choice to all professional firms which provide quality services to their own clients.”

Hossein Ameli, Director of Anderson Ross Financial Services Ltd - www.andersonross.co.uk