ABS is directly authorised by the Financial Conduct Authority (FCA) and provides regulatory and day-to-day support to Appointed Representatives, enabling them to provide holistic advice in all areas of financial planning, including more complex aspects such as occupational pension schemes and trust planning.

Within the Centralised Investment Proposition, a team of experienced Paraplanners and Administrators are able to manage a case from initial enquiry through to business implementation, ensuring a consolidated approach that enables advisers to maximise the time spent with clients and deliver the best client outcomes.

ABS also provides access to an experienced compliance team who support the business to navigate the regulatory framework including consumer duty, reporting requirements, oversight of business processes and a comprehensive case checking service. The team have a wealth of experience in dealing with training and competency, developing staff at all levels within the business.

ABS embraces technology and believes it to be fundamental in driving business efficiency. ABS can connect and work with a number of technology providers, including Centology Ltd, in providing an innovative back-office solution to advisers.

ABS has established investment strategies in conjunction with investment management partners, with a demonstrable long track record.