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Bespoke IFA Support Services |
The IFA Partnership Collective |
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Bespoke IFA Support Services |
The IFA Partnership Collective |
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Information Technology |
Technology |
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Back Office System The Stirling House Back-Office System used is simple and effective. Provided by True Potential, it is at the cutting edge of technology enabling automatic payments of income and renewals on a daily basis. The system pre-populates all major search engines with your Client's details and saves them when you are done with your research. Up to date details are available, not just on products, but for valuations too. Applications may be done on line so that the process is practically paper-free. Telephone Stirling House offer a VoIP service which enables all IFA members to enjoy the benefit of FREE telephone calls via our central communications centre. So, even if you work from home, you just press "9" for an outside line and the call passes via Stirling House and out into the big wide world on fibre optic at no cost to you. Post Stirling House have a centralised mail centre where all member post is directed. The mail is scanned and electronically posted to your back office system so you can pick it up even if away from your office or on holiday. |
Stirling House IFAs may seek Remote Assistance from our Technicians here if needed
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Stirling House IFA members all have FREE telephone calls, their own FREE web site as well as FREE e-Mail
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Stirling House Financial Services Limited are Independent Financial Advisers and are authorised and regulated by the Financial Services Authority Nš 413234 |
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