Testimonials

“Since joining TAG, we have been able to centralise much of our external resource requirements. Technical pensions, compliance, investment support and business planning are all provided within the resource in a professional and cost-efficient manner. I would regard it as an essential add-on to any small/medium sized brokerage.”

“I find the Resource Team to be a key reason for me being in Trusted Advisor Group. They have some of the best independent expertise available to me and my clients.”

“I have been a member of Trusted Advisor Group for over four years. I joined because this type of support was non-existent in our industry. It has made a huge difference to me and my business. The expertise they have on tap, together with the opportunity to meet other brokers on a regular basis and discuss opportunities and issues, makes it invaluable to me.”

“Our business has enjoyed and benefited from the knowledge bank of likeminded professionals of the Trusted Advisor Group. It is reassuring to know that at the end of a phone line we have access to support and advice in all aspects of our business from a resource team who are top of their chosen fields.”

“TAG has proven to be a great support to our business, providing us with access to quality independent resources across a wide range of areas. We focused our efforts on compliance and business strategy and have been more than happy with the results.”

“We joined Trusted Advisor Group at the start. Our financial services practice was small at the time and we needed a lot of help with areas such as compliance, business planning and training. Paul Sutton and the TAG team have been invaluable to us and have really helped our business to grow in a focused, compliant fashion.”

“The service to date from TAG has been spot on. I was slow to join, but I am very happy with how it is going and the developments and improvements of your business.”

“Paul and his resource team are a pleasure to work with – thorough, professional, smart, and responsive. I find TAG to be an ideal sourcing partner, who consistently show interest in the success of our business needs. Paul shows a keen ability to find ideal resourcing services that present excellent business opportunities and solutions to TAG members.”

“Trusted Adviser Group’s offering is a fantastic platform for any financial adviser who wants to provide a better service to their clients and maximise their business potential. The cost of membership pays for itself, in terms of the support facilities TAG has negotiated on behalf of its members: HR, IT, marketing, tax advice, business coaching, PR, and investment support – not to mention the discounts available on wide range of industry software packages and memberships.”

“We joined TAG as we are in the process of transitioning our business to a fee-based model. We felt the supports and expertise offered through the TAG group would help us achieve this goal in a more efficient manner. The specialised resources available to us allow us to seek expert help in the marketing and business planning area without neglecting our primary role as financial planners.”

"The benefits and resources available to members clearly represented value to our firm. Since joining TAG, we have attended a number of conferences and workshops, we have employed the services of the investment team, marketing team and training and development team on the professional support services platform. We envisage that we will use the support services more and more in the future.”

“As a new business, I found TAG very beneficial in the early days in terms of helping me build a professional network in the industry and establishing relationships with other like-minded advisors. Now, as my business continues to grow, I find myself regularly engaging with the various industry experts from the TAG resource list particularly in the areas of compliance, tax advice, and business development.”