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Hi
Welcome to Sentinel and thanks for visiting us.
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Our mission is to bring practical cost effective compliance support into today's sometimes overly complicated world. We want to cut out the noise of regulation, simplify things so you can get back to what you do best, advise your clients.
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We are at an exciting juncture of change through technology and AI, so we want to ensure that you are equipped for whatever lies ahead.
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We believe in doing things differently, we are very led by training and practical support rather than templates, as we want you to be you as a firm, different, not a carbon copy of another firm.
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We want you to enjoy what you do, not being bogged down with the mundane
Take a look around - we are happy to talk about what you need.
How we can help you
We believe that cost should never be a barrier to accessing the support you need, we understand the financial pressures you are under. Therefore, we offer flexible options because you shouldn't pay for services you don't need or use.
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We are passionate educators, providing extensive real training for senior managers, advisors, paraplanners, and support roles, as we believe equipping your team with the necessary knowledge is crucial for maintaining competence and reducing risk.
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Our services include ongoing support for your business, acting as a sounding board for your queries, and supplying training and essential documents where needed. Where we supply documents, we will work with you to ensure these reflect your business and the way you work. This is the reason we dislike having a suite of generic templates.
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As Tech and AI becomes increasingly integrated into our world, we encourage you to embrace it. Working with Tech and AI can save you time and improve efficiency, leaving you more time for you, but it's here to stay please don't ignore it.........embrace it
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Compliance Support
Supervision Competency and Development
Training Modules
Risk Management
Senior Management Support
Why Choose Sentinel
Tailored Solutions
With decades of supervision and compliance experience, we really do understand the challenges and frustrations faced by advisors. Our hands on experience and industry knowledge sets us apart in providing tailored solutions for our clients.
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You may not know what you need from us, but a discovery call may be helpful initially.
Leveraging Technology
As the role of the advisor changes, today's compliance is changing too. Compliance will be driven by technology including intuitive Tech and AI. We find this so exciting.
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The human element will be the good stuff, adviser development and learning, business growth using compliance as an enabler.
Cost-Conscious Approach
Our client-centric approach focuses on providing practical support with an awareness of costs. Not only ours but yours too.
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We don't want you paying for services you dont need, or charge ongoing fee's where you dont need the hands-on support.
We know compliance costs can be high, so we have a solution for everyone.
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We offer a light touch, something in between where maybe we are training up your staff and then the full HELP!! package.
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But once you are fully back on track we drop your fee's.
