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 5 communities, one for each specialism - Paraplanners, Mortgage Advisors, Financial Advisors, Financial Planning Administrators and Operations Managers.


🎁 Exclusive Discounts: Enjoy special discounts from leading training providers, tailored specifically for our community members. Boost your professional development while saving on valuable resources and courses.

🔗 Access to Study Materials: Gain access to a treasure trove of study materials through our dedicated SharePoint link. From comprehensive guides to exam tips and resources, we’ve got you covered on your learning journey.

📚 Bespoke Study Groups: We understand the power of collaboration! That’s why we set up bespoke study groups for individuals sitting the same exams. Connect with fellow professionals, exchange insights, and support each other in achieving exam success.

🗣️ Hear from our Members: Why They Chose to Join! 🌟

Curious about why professionals like you have chosen to be a part of our WhatsApp community? Here’s what some of our current members have to say:

📌 Private and Convenient: “There are similar groups on Facebook and LinkedIn, but not everybody feels comfortable asking questions in an open community. The WhatsApp group provides a private space where I can seek guidance and engage with others conveniently.”

💡 Idea Sharing and Case Discussions: “It’s an amazing platform to share ideas and discuss complex technical cases. Someone in the group has likely encountered a similar scenario, providing valuable insights and guidance.”

🤝 Access to Resources and Support: “Being part of a smaller team can have its challenges, but having access to additional resources and a diverse network boosts my confidence. It’s a great opportunity to bounce around ideas and gain support from like-minded professionals.”

Join our thriving WhatsApp communities today and experience the benefits our members are raving about. Connect with professionals who understand your journey and are ready to support you every step of the way!

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