« To Business PackagesIndependent Financial Advisor (IFA) Package

Introduction

Bourne Financial provides dedicated space, infrastructure, and services for IFA companies tailored to help you quickly establish and grow your business.

The service includes a personal connection to an established IFA that enables start-ups to begin operating quickly on becoming a Member. We will provide a largely bespoke package for IFA companies but envisage that the components will be as follows:

• Accommodation

  • Bourne Financial provides Members with premium space, at Broadgate in the heart of the City, structured to fit the needs of start-up and small firms ñ all at competitive prices and on flexible terms. Services include:
    • High specification office space available for immediate occupation
    • Advanced office infrastructure specifically designed to support financial firms
    • A comprehensive range of office services
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• Compliance

  • A full range of compliance services is available to Members on a flexible fee basis through our on-site compliance partners.
    
    They will tailor specific services to each company and deal with compliance matters professionally and economically.

• Temporary Authorisation

  • A service agreement is provided by a well respected city-based IFA specifically for start-up IFAís. Our partner IFA is an FSA authorised and regulated IFA whose business covers the full range of financial and investment services, including insurance and mortgages.
    
    Members can become a direct business partner, or they can register with the company for temporary regulatory authorisation whilst completing their own FSA registration with the aid of our other partner firms.
    
    With the advice and help of our on-site compliance partners, together with our flexible accommodation and business approach, IFAís have an outstanding opportunity to develop their own businesses quickly and profitably.

• Accountancy

  • Our partners can provide accountancy solutions for IFA's. Their services include auditing, payroll and VAT, and personal tax advice.
    
    
  • They can also relieve the burdens of statutory compliance with Companies House and Inland Revenue filing requirements.
  
  
  Bourne Financialís close links with our partners could certainly prove of great advantage to any firm choosing to use their services.

• Insurance Services

  • A prominent insurance broker can offer bespoke insurance services to IFA firms that require them, including professional indemnity, on a flexible and comprehensive basis to suit the individual firm.

• Legal Arrangements

  • … Bourne Financialís legal partner is a major legal partnership who specialises in regulation and compliance work. They cover areas from the initial registration through to complex compliance issues.
    
    We also have an agreement in place for them to act as legal auditors for investment companies. These are all areas that are essential for IFAís to address, and our close relationship with our partners enables the process to be as smooth as possible.

• Conclusion

  • Bourne Financial offers a unique package for IFA operations wishing to establish themselves in a highly desirable City of London address, previously only accessible to the largest of companies. Everything required for running a successful Investment business will be on hand ñ literally a one-stop shop.

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