What does our Network Sense do?

• Helping IFAs create great businesses

• Sense is a modern, whole of market network designed specifically to provide services to forward-thinking IFA firms.

• Built on fundamental principles of value for money and quality of delivery, we provide a comprehensive range of services to help IFA firms operate efficiently, profitably and compliantly.

• The IFA sector is constantly evolving, our role is to provide tangible support and assistance to advisory firms looking to prosper in an ever changing world.

• As a small network our key people are accessible and we are always keen to help in whatever way we can.

• We also strong believers in technology. Our use of market leading technology, streamlines and simplifies time-consuming processes, allowing advisers more time to spend on productive activities.

• From a regulatory, administrative and technological perspective we provide the rails on which to run. From a commercial viewpoint we help our members build their businesses.

• Willcox Financial works with key partners to be able to help business owners and individuals to plan confidently to hit their goals.

• Sense Network help check our advice is of the highest standard.

• Defaqto and AKG consulting actuaries help check provider solvency, funds charges, manager ratings and service provision.

• Square Mile Investment Research and Managers is our fund picking firm of choice.

• They have decades of experience distilled into a new team which is designed to make you higher returns at a risk acceptable to yourself.

• You get this extra layer of research as part of our advice package.

• Investments will fall as well as rise.

• Success stories include:

• Helping clients add their pension funds to bank finance in order to buy commercial premises and leave their cash-flow in tact.

• Helping a client who loyally chose a financial adviser he knew from school to improve the growth on his pension from virtually nil for a decade to 30% or so after 3 years. This meant he could seriously contemplate retiring in his 60’s whilst enjoying a decent standard of living. As the nice graph shows on these slides, extra growth really makes a difference.

• Helping another client reduce bank finance by buying a share of his commercial premises with his pension. Simultaneously he was able to buy out his mother and brother from the business and it now runs more efficiently and profitably. Happiness for him was running his own business.

• Successful claims for multiple clients on serious and critical illness plans. Meaning there was less pressure involved with being ill.

• We encourage support for Cancer Research and The Christie Hospital in Manchester as curing childhood leukemia and other cancers is very much worthwhile.

• ‘Dream Big, Make Plans and Take Action’ with Robert Willcox from Willcox Financial Limited.

Other people we work with to maximise benefits for clients