Firm launches to help other accountants provide financial advice

Firm launches to help other accountants provide financial advice

Clapton Consultants launches, with a specialism in helping other accountants work better with IFAs to provide pensions and financial advice to clients

A NEW accounting firm has been launched that will look to support smaller practices and IFAs enhance their offerings to clients.

Eric Clapton, former CEO of Wellian Investment Solutions and a chartered accountant, has launched Clapton Consultants. The firm will provide accounting services to clients, but specialise in helping accountants collaborate with IFAs in offering financial advice.

A key aspect of the offering will be a series of educational workshops showcasing the potential growth available by advisers taking on a designated professional body (DPB) licence. The licence allows accountants to provide certain investment and insurance advice.

Clapton believes that the huge changes that have undergone the pensions market open up new possibilities for advisers, and his firm will look to help them take advantage.

Clapton said: “The pension changes have presented professional advisers with either a major challenge or a major opportunity, depending on how they have adapted themselves to the new flexibilities afforded to clients.

“I have launched Clapton Consultants with the aim of helping small accountancy firms and IFAs navigate their way through the challenges in today’s market by expanding and diversifying their offering as much as possible to meet with current demand.”

Share

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe to get your daily business insights

Resources & Whitepapers

The importance of UX in accounts payable: Often overlooked, always essential
AP

The importance of UX in accounts payable: Often overlooked, always essentia...

10m Kloo

The importance of UX in accounts payable: Often ov...

Embracing user-friendly AP systems can turn the tide, streamlining workflows, enhancing compliance, and opening doors to early payment discounts. Read...

View article
The power of customisation in accounting systems
Accounting Software

The power of customisation in accounting systems

10m Kloo

The power of customisation in accounting systems

Organisations can enhance their financial operations' efficiency, accuracy, and responsiveness by adopting platforms that offer them self-service cust...

View article
Turn Accounts Payable into a value-engine
Accounting Firms

Turn Accounts Payable into a value-engine

4y Accountancy Age

Turn Accounts Payable into a value-engine

In a world of instant results and automated workloads, the potential for AP to drive insights and transform results is enormous. But, if you’re still ...

View resource
8 Key metrics to measure to optimise accounts payable efficiency
AP

8 Key metrics to measure to optimise accounts payable efficiency

10m Kloo

8 Key metrics to measure to optimise accounts paya...

Discover how AP dashboards can transform your business by enhancing efficiency and accuracy in tracking key metrics, as revealed by the latest insight...

View article