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Consultancy
We work with firms to provide support and guidance, helping them to recognise their long-term objectives, then executing a plan to achieve them.
Experience that counts
With market-leading experience the AXA Wealth Professional Edge team has worked with over 500 advice businesses of all shapes and sizes. Our independent thinking has created an established pedigree in helping IFA firms adapt and adopt strategies in an ever-changing and increasingly challenging environment. Our expert team has a wealth of knowledge from all areas of the industry, from IFAs and management consultants to paraplanners and platform specialists.
How you can get access to AXA Wealth Professional Edge
Any firm that adopts AXA Wealth as a partner will have access to the services offered by the AXA Professional Edge team. You will initially have communication with your AXA Wealth Relationship Manager before involvement with the Professional Edge team. This ensures that we have a full understanding of your business and are best placed to partner you in the most appropriate way.
Designed around you
Our support can range from a specific workshop to full one-to-one consultancy for a specific issue or full business review. In this way we can provide true tailor-made support, delivering a partnership that helps you, your business and your clients.
Our Business Consultancy services help you get the most out of your business and provide the best service for your clients.
Our expert consultants work with you to review certain aspects of your proposition and business model. They can then put together a plan with you, to take your business forward in preparation for an RDR-ready environment.
A bespoke partnership
Whether it’s simply providing straightforward workshops or a full in-depth review of your business, our experts can help to highlight challenges and opportunities that lie on the path between where your business is now and where you want to take it. We’ve designed our business to be designed around your business. By gaining a solid understanding of your business, we can deliver a partnership focused on delivering exactly what you require.
Tailor-made for your business
Because of the level of experience and expertise we have in this industry, we understand that one size doesn’t fit all. So our approach is as flexible as it is trusted.
Request a consultation
Please complete the Request a Consultation form if you would like us to arrange a consultation with you.
Success Stories
Here’s what some firms who have tried and tested the service have to say.
