Trusted Advisor Group was established in 2011 to provide essential support services to financial advisory firms on an independent, unbiased basis. We operate on three guiding principles of clarity, confidence and credibility.

Trusted Advisor Group developed a pooled panel of experts to assist member firms with essential backup services – helping them to run their business more efficiently and cost-effectively.

Originally focused on compliance, investments and technical support, our offering has expanded since then to include marketing, PR, business strategy, IT support, business and personal coaching, tax consultancy and HR support.

In 2015, Trusted Advisor Group was acquired by Davy – a transaction that has allowed us to invest further in our services to members.