Welcome to Pinkerton trc

We specialize in providing a range of support services tailored for the Independent Financial Service market.

training

Our primary focus is on business development rather than on regulatory examinations.  We help practices get to grips with the ever growing list of regulatory requirements and at the same time help them grow and develop their business and their staff.

Should you wish to develop your management qualities or hone your skills in a peer group, we can accommodate your requirements.

recruitment

Whether you are an employer looking for advisers or an adviser looking to further your career we can help you get in touch with the right people.

Perhaps you are thinking of expanding your business by buying another IFA practice or thinking of retiring and wishing to sell your practice our aim is to keep you up to date with the opportunities and developments in this ever changing market.

compliance

Reduce your overheads.  Only pay for the compliance services you use and need.  We will produce all manuals, forms, support documentation and systems as required for your specific needs.

Have a risk assessment of your firm carried out, and then link up with us for your bespoke compliance services.

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