what we do
Driving growth and success for IFAs
Сompliance support
We help IFAs stay compliant with evolving regulations by offering expert guidance, reducing the administrative burden, and providing peace of mind.
Technology & resources
Our network offers a comprehensive CRM system where IFAs can securely store all client details, personal documents, and asset information.
Business expansion
We provide IFAs with the resources and strategies they need to expand their clientele and maximise income potential.
who we are
Building a stronger future together
At Cornerstone, we are committed to empowering IFAs by providing the tools and expertise they need to grow their business and maintain compliance excellence. We don’t want you to feel burdened with administrative tasks – we take the workload off and allow you to concentrate on new business.
Why you need us?
Committed to building a network of excellence for IFAs
A safety blanket
Cornerstone serves as a crucial safety blanket for irs members by acting as an intermediary between financial advisers and regulatory bodies. By becoming an Appointed Representative (AR) within a network, advisers can ensure that they adhere to the stringent standards set forth by financial regulators.
Time and money
Cornerstone understands the high costs of operating independently, from regulatory fees to compliance expenses and professional indemnity insurance. By leveraging economies of scale, Cornerstone provides comprehensive packages designed to save both time and money for advisers.
Technology and resources
Cornerstone provides access to top-tier CRM systems. It helps to improve efficiency and client communication. We also aid in compliance reporting, providing good customer outcomes.
Ready-made research
Cornerstone offers essential support and extensive research capabilities, helping IFA’s navigate complex financial markets. We also give advisers immediate access to a wide array of financial products, including the latest market offerings.
