Perception Support

Address: Perception Support Limited

New Broad Street House

35 New Broad Street

London

EC2M 1NH

Tel: 0845 123 3889

Email: service@perceptionsupport.com

We specialise in the provision of consultancy services and support to Independent Financial Advisers both in the UK and abroad. We have been described as a positive business influence. We offer support across a broad spectrum of activities, ranging from assisting firms considering moving to Discretionary Management model, analysing regulation and its effects on the business, minimising the risks to your business through a disciplined advice process, to how you can acquire or sell / merge your business.

We are actively involved in supporting the IFA market. To this end we publish in a number of the trade journals and engage with our professional and trade bodies. We also publish a free monthly newsletter ‘Perspectives’ commenting on current issues, back copies of which can be found on our website.

Our clients range from the 'small but perfectly formed' to the Financial Planning arms of accountancy and solicitor practices.

Services Offered

Business transformation/Transforming your business model
Support for Discretionary portfolio management/Wealth Managers
Workshops & Training – external and bespoke
Due diligence & assistance with mergers
Audits of the asset allocation & fund selection process, setting up Investment Committees
Analysis & advice about unregulated investments & offshore jurisdiction
Expert witness