Having spent my whole career working with IFAs, it seemed only natural that I should become a Consultant for IFA firms.
Starting out as an Inspector with Clerical Medical back in the Eighties, I continued to excel in this sort of role with Prudential, GE Life and finally LV=. In that time, I learnt very quickly that IFAs needed help and support rather than simple provision of information.
I then combined both the Marketing and Pension skill sets to gain a reputation for running technical workshops to help IFAs understand how Pension changes could be built into their business models. These ideas progressed further as Pensions developed and when the new Pension Freedom rules arrived in 2015, I decided to let go of the ‘Corporate reins’ and set up as an IFA Consultant.
“Tim has been working with us for some time now and we have found his ideas and technical knowledge to be of real value to our business. We have been able to concentrate more on our clients and less on marketing since working with Tim, so it has been a good result all round.”
“I have worked with Tim for some years now and he always offers fresh ideas and a clear understanding of the issues that we face at Monopoly Financial. This ‘second pair of eyes’ helps the business both technically and strategically.”
Tim Benson Support Services Ltd. ,
Tim Benson Support Services Ltd.
There is no business like a Financial Adviser. Their remuneration is different to most businesses, their Regulator is certainly different to most businesses and the service they offer their clients is also quite unique.
The problem they normally have is a lack of time. There always seems to be something more important on their desk and so many of the ideas to expand the business or improve the service seems to remain as just that – ideas.
What TBSS Ltd does is supply that ‘time’. Whether it be updating the website, providing a contact strategy for the best clients, doing a client presentation or workshop, helping with a technical pension report or providing information to Accountants and Solicitors, TBSS can offer support.
Being Level Four Diploma qualified and having a Direct Marketing qualification and dealing with Financial Adviser practises for over 30 years, I have the expertise and understanding of this unique business.
The Strategic work revolves around being a part of the business, understanding their concerns and looking at how we can develop their strategic proposition going forward.
The technical help tends to revolve around being a ‘second pair of eyes’. Most of my clients just want some reassurance around their understanding of some legislation or confirmation that their calculation is correct.
