Join Our WhatsApp Community

We’ve been building communities on WhatsApp to give individuals access to support and opinions outside of the 4 walls of their business. We host 3 communities, one for each specialism - Paraplanners, Mortgage Advisors and Financial Advisors.


β€’ There are similar groups on Facebook and LinkedIn, but not everybody likes asking questions to an open community, so the WhatsApp group comes in very handy.

β€’ It’s a great place to share ideas and discuss technical cases. Someone at some point would have come across something similar.

β€’ Being a part of a smaller team can bring its difficulties, but having access to other resources gives a lot more confidence and can be great to bounce around ideas.

Get in touch below and we will send you a personal invite: