The expertise continues. The model changes.
The 3rd Act brings together decades of technical authority with Regulation & Conduct, research and market insight, communications and governed intelligence. Built for advisers, and for the institutions that serve them.
For advisers, paraplanners & advice firms · Opening February 2027
What matters. What it means. What to do next.
Current technical intelligence, practical guidance, expert query support and governed tools, designed to move from changing rules and complex cases to clearer client conversations and stronger files.
For providers, platforms, networks & wealth managers · Launching February 2027 · briefs welcome now
Technical authority, put to work.
Research, technical authority, Regulation & Conduct, proposition development, content and communications, integrated from the start to create sharper propositions, stronger market positions and work that stands up to scrutiny.
The model changes
Financial services still solves too many complex problems in sequence. Research hands to technical. Technical hands to regulation. Regulation hands to proposition. Proposition hands to communications.
With every hand-off, context can be lost, challenge arrives later and the original judgement has to be translated all over again.
T3A starts with the problem and puts the right disciplines around it from the beginning.
Earlier challenge. Fewer hand-offs. One accountable thread.
That is what we mean by carried through.
The senior team
