Liverpool-based support for financial advisers and advice practices across the UK

The solutions

Digital client workflows that make the right information easier to collect.

Trusted Connections gives advisers, administrators and clients a clearer route from a professional document to usable information, using secure digital sharing and structured next steps.

Financial-advice professionals reviewing an organised client service folder

Each solution can stand alone, but together they create a service-led system: a private adviser workspace, a straightforward way to share the relevant document with a client, and clearer information moving back into the practice for review and follow-up.

Handover Forms

A secure digital document workflow that helps advisers collect the relevant client information, then give the administration team a clearer, more complete starting point.

Common adviser uses

  • After an advice meeting, collect the detail administration needs before progressing the case.
  • When circumstances change, give the client one clear route to update key information.

For practices that want advisers to collect the right information digitally and give administration a more complete handover.

Find the right starting point for your practice.

The relevant digital workflow, workspace access and onboarding are shaped through a focused conversation before implementation.

The Will Journey

A professional client-preparation workflow that helps advisers introduce an important conversation clearly, with digital materials designed to make the next step easier to complete and review.

Common adviser uses

  • At an annual review, introduce a wider family or estate-planning conversation with care.
  • After a life change, help the client prepare for an appropriately qualified specialist discussion.

For advisers who want a thoughtful, appropriate way to prepare a client for a specialist will-planning discussion.

Find the right starting point for your practice.

The relevant digital workflow, workspace access and onboarding are shaped through a focused conversation before implementation.

My Documents

An organised client-information resource that brings the documents, decisions and next actions that matter into a clearer, more useful record for adviser and client alike.

Common adviser uses

  • Before an annual review, bring key documents and priorities into one useful place.
  • Following a family change, give clients a clearer shared record for future conversations.

For advisers who want to make client information and annual reviews more visible, useful and memorable.

Find the right starting point for your practice.

The relevant digital workflow, workspace access and onboarding are shaped through a focused conversation before implementation.

How the tools connect

Different client tasks. One secure route for better information.

Secure information collection

Handover Forms gives advisers a practical digital route to share a structured document, collect the required detail and prepare a stronger handover.

Client understanding

My Documents gives annual reviews and life changes a clearer, organised client-information resource.

Sensitive conversations

The Will Journey helps advisers introduce preparation for a specialist discussion within clear professional boundaries.

Talk through the opportunity

Discuss the service opportunity in your practice.

Tell us where the client journey needs more clarity. Your enquiry will be tagged as a general solution enquiry and securely recorded for follow-up.

Your enquiry is securely recorded in the Trusted Connections workspace. Please do not include unnecessary sensitive personal information.

What happens after you enquire

A clear route from enquiry to next step.

01

Acknowledge and review

We aim to reply within 24 hours during service hours, Monday to Friday, 9am–6pm.

02

Understand the priority

We review the workflow, client-service issue or information-collection challenge you have raised.

03

Agree the right next step

A focused conversation identifies the most useful tool, implementation approach and people to involve.

Enquiry FAQ

Implementation and information handling, clearly explained.

How is a workflow introduced?+

We start with the client task or information-collection problem you want to improve. Before implementation, the relevant document, client wording, people who need access and review points are agreed with the practice.

Do we need to replace our existing systems?+

No. Trusted Connections is designed to support the practice processes you already use. It does not replace a firm’s CRM, compliance, suitability, consent or record-keeping responsibilities.

How is information handled in the workspace?+

Please do not include unnecessary sensitive client or financial details in an initial enquiry. In a live workspace, information is kept within the protected process, with authenticated access, client isolation and private documents available only after the relevant access checks.

Where can we read the data-handling details?+

The Privacy Policy explains how enquiry information is used and the available data-rights route. The final workflow is agreed with the practice so that document access and collection reflect the intended service process.

For more detail, read the Privacy Policy or use the data-rights request route.

Secure enquiry form

Tell us what you would like to improve.