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Home >> Who we work with >> Industries >> Professional Services - IFAs

Independent Financial Advisors (IFAs)

Helping ambitious IFA’s to maximise their investment in people and technology.

Optimising staff productivity, ensuring compliance with FCA regulations, eliminating Excel reporting and leveraging data

Delivering tangible business results

TSG partners with IFA’s throughout the UK of different shapes and size, all with their own unique set of challenges and objectives. Our experience and capabilities enable us to take a holistic approach to identifying inefficiencies and opportunities for competitive advantage.

Sector themes

While findings and requirements vary from one IFA to another, common themes include:

Security and Compliance

Are you aligned to a modern way of working, whilst having the appropriate measures and controls in place to retain control of your data?

Optimising staff productivity

Embracing flexible working for the long term. Eliminating bottlenecks and driving consistent results.

Streamlining processes and leveraging data

Reducing manual effort and duplication of data to generate business insights.