Choices
Our "tailor made" service provides our clients literally with a choice of different components which can be selected as required and added to specifically create a service level that meets the demands and requirements of your individual business. These additional services are individually costed and added to the core Diamond Service.
Our choices package offers a selection of components, including:
- Annual Firm Specific Knowledge Assessments
- Annual Fact-Finding Assessment for individuals
- Annual Sales Presentation Assessment for individuals
- Generic Product Assessments for individuals
- Business Development meetings for individuals
- Training and Development Analysis meetings (T&C) for management and individuals
- Personal structured help with CPD for individuals
- File Checking
- Pension Transfer Assessments
- Mortgage Adviser Assessments
- General Insurance Adviser Assessments
- Insurance Adviser Telephone Assessment
- T&C Services for Insurance Firms and Intermediaries
- FSA Application programme
- Recruitment Programme