ICAEW.com works better with JavaScript enabled.

Develop advisory services

Find resources that will help you grow your advisory role and evolve your practice to support clients in new ways.

Advising your clients

Advisory? Much more than tax!

Compliance isn’t dead but we can do better. In this article accompanying her series of How to do Advisory webinars, Della Hudson FCA talks about what advisory is and how to combine this with compliance services.

Structure your advisory services

Succeeding in advisory relies on smart service packages. We have all given away valuable advice when the structure of professional work has been left undefined. It is critical to build appropriate charging frameworks that harness trust and transparency on both sides.

Promote your advisory services

Alternative revenue streams

DPB Investment Business Licence

Designated Professional Body (Investment Business) licence

Find out how you can enhance the services you already offer your clients with a Designated Professional Body (Investment Business) licence. This section explains what regulated investment business is, who is regulated, and how your firm can apply for a DPB (Investment Business) licence.

DPB compliance review

This helpsheet provides a checklist of matters firms need to address when they conduct an annual compliance review in accordance with ICAEW’s DPB (Investment Business) Handbook for licensed firms.

Personal financial planning and other alternative revenue streams