Our experience in the Financial industry tells us that like many owner managed businesses today time is precious & the key to managing time is having the right technology help when and where you need it.
We appreciate that you may well need to work when your clients are available and that can & often falls outside the usual business hours.
We have developed a set of Services to match those requirements :-
- The service is there to assist you with any issues you have – No matter how trivial. A quick phone call or email gets you in contact with real people who will remotely access your device and help you or agree a time slot to fix your problem.
- Protecting your data is essential – So if you lose your laptop or device we can restore your data – If your device breaks or is lost we can recover it.
- Compliance Services – We know that your world is driven by compliance as such we are able to encrypt & secure all your devices and protect your data from prying eyes or hands.
- Voice & Telecoms Services – Your mobile is key to communicating with clients and colleagues and therefore needs to be cost effective allowing you to work wherever you are. Having the right broadband @ home or Internet access is vital in todays fast moving world.
We support single IFA’s through to large FSA regulated organisations.The one thing you can be assured of is the same Quality Experience.
For further information on each service click on “IFA Services Pricing” or email info@adept4.co.uk
For further information on the FSA click FSA Handbook
Adept4 are delivering services for both individuals, Network members & Compliance auditors…
Our clients include :-
Burnden Financial, DNG Mortgages,Bespoke Financial,Synthesis Wealth,ES Mortgages,Dominion Financial,Burlington Financial,Cary Independent,Select Mortgages,McGill Mortgages, Chalgrove Financial, Assured Independent, MGA Financial
Ensure you’re protected and complying with FSA regulated laws.
Adept4 have developed a range of services to meet the needs of the financial sector.
Voice Recording Solutions:
A date for your diaries: as of November 14th 2011 new rules come into force which requires you to record Phone calls. This affects all FSA regulated firms that trade in the FS markets.
Adept4 have been working with the FSA & IFA community to ensure your ready….
Record all relevant conversations & store them for 6 months on both landlines and mobiles.
Place your order now- contact info@adept4.co.uk

































