Resources: a useful website for providing guidance
Take your time, make a brew and have a look around.
Open Door Policy is all about providing guidance and being a useful website that you can come back to time and time again for information, guides on industry publications (Analysis Series), infographics and blogs. It's a resource to help firms meet Financial Conduct Authority expectations.
Make sure you bookmark it.
A quick, easy and free tool to make an assessment of your initial and ongoing charges. It also identifies capital thresholds, the amount of investment required to meet minimum charges. It is in effect, your personal advice gap.
In depth guidance on how to design a charging structure and a CIRP. These are practical and valuable documents if you decide to DIY and build your own stuff.
Be prepared to spend a significant amount of time in building, or we can support you through our consultancy services.