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Trusted Adviser Magazine was a business launched by Taylor Beavis in June 2020 during the COVID-19 pandemic. The magazine was designed to allow input from all different individuals and businesses across the advice industry at different levels.
Taylor was tired of seeing the same faces representing the same views, and so he decided that he wanted to shake things up a bit. In addition, he was able to create magazine ‘themes’ that reflected topical areas and thought provoking pieces such as ‘equality and diversity in the industry’.
Within weeks Taylor had 9 corporate sponsors who were backing the magazine and 1 year later, he still has the same level of interest and backing from various organisations. BTS have worked tirelessly to support various issues of the magazine and work in close collaboration with Taylor when he is producing his magazines…long may this continue!
Check out the first of many amazing resources the magazine has produced for advisers and paraplanners – a toolkit of illustrative scenarios exploring VCT, EIS and Business Relief.
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BTS are ‘The Exam Experts’ for the CII papers. We specialise in supporting individuals through the CII Diploma in Financial Planning, more commonly known as the R0 exams.
We also support some of the advanced papers, known as the AF exams. With 20 years’ experience, our unique STEP approach has helped thousands of trainee advisers, paraplanners, administrators and managers achieve a first-time exam pass.
Below, you will find a range of recent articles providing insights, help and advice, we hope you find these useful. Remember if you have any questions on your journey feel free to get in touch with the BTS support team.
