Partnerships

Compliance First

Compliance First is part of the SimplyBiz Group, and was established in the millennium year in Glasgow to provide compliance and business support services to directly authorised financial advisers. TAM are pleased to be partered with Compliance First, allowing us to offer our services to the network's 500+ members through adviser events and specialist marketing. Our portfolios are also fully profiled via Centra, supporting member firms with their DD requirements. 

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Defaqto

Defaqto is an independent financial information business, helping financial institutions, financial advisers and consumers make better informed decisions. We are proud to have received a 5 Star Defaqto Service Rating, whilst our entire suite of Premier and ESG model portfolios have also received Defaqto Risk Ratings which enables us to provide a comprehensive offering to advisers.

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FEIFA

We are a proud platinum partner with the Federation of European Independent Financial Advisers (FEIFA). FEIFA brings together providers such as DFMs, funds and life companies with European-based IFAs, providing them with the opportunity to gain valuable industry insight and knowledge from around the continent.

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SimplyBiz

The SimplyBiz Group is the largest provider of compliance support and business consultancy services for financial services, legal and workplace benefits professionals in the UK. TAM are pleased to be partnered with SimplyBiz, allowing us to offer our services to the network's 3,000+ members through adviser events and specialist marketing. Our portfolios are also fully profiled via Centra, supporting member firms with their DD requirements.  

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