Intelligent Planning Services

Our approach to supporting your business

We Believe in a Strong Partnership Approach

At the heart of our licensee model is a genuine commitment to partnership. We see our advisers as collaborators, not just representatives. This means you’re supported, heard, and empowered as you grow your business — with a team that understands the value of shared success.

You Have a Voice Within the Licensee Entity

Your input matters. We ensure you have a direct line to decision-makers within the licensee, giving you the confidence that your feedback shapes the direction of our collective future. When you succeed, we all succeed — and that alignment drives how we operate.

Open Approved Product List (APL)

We maintain an open APL to give you and your clients access to the best solutions on the market. Our approach is based on merit and research — not closed-door deals — ensuring you can deliver advice that’s truly in your clients’ best interests.

CPD Tracking and Learning Platform

Stay on top of your professional development with ease. Our CPD platform makes it simple to track, plan, and complete your ongoing education requirements — all in one place, helping you stay compliant without the admin burden.

Community Building Through Events and Networking

We foster a strong sense of community among our advisers. From our annual conference and strategic planning workshops to peer-to-peer mastermind sessions, you’ll have access to collaborative spaces that inspire, challenge, and support your professional journey.

Common Sense Compliance and Auditing

Our compliance support is practical, not punitive. We focus on real-world solutions and common-sense auditing that helps you run a compliant, client-focused advice business — without unnecessary complexity.

CRM and Software Agnostic

You have the freedom to choose the systems that work best for your business. Whether it’s CRM, financial planning software, or client management tools, our agnostic approach means no forced platforms — just support for what fits your needs.

Transparent Flat Fee Structure

Our licensing model is simple and transparent. One flat monthly fee with no percentage splits, or hidden costs. This gives you clarity, control, and full confidence in the value you’re receiving.