Welcome to Independent Check

Videos, Guides and Services for Financial Planners, Advisers and Accountants

IC GUIDES

We produce Financial Services white-labelled guides for you to use as your own. The guides are branded and made bespoke for you to use within your business.

OWN BRANDED VIDEO

Our Own Branded Videos are explainer videos on a subject which we white-label for you with your own branding, to be used however you’d like.

PROMOTING IFAs

Independent Check is committed to developing a nationwide programme promoting the value and benefit of Independent Financial Advice.

ABOUT INDEPENDENT CHECK

Independent Check Ltd is based in Cardiff and was set up in late 2012 as a company to distribute the Independence Checker software, the system which helps IFAs provide evidence of their independent position and advice, meeting the new RDR rules laid out and introduced in 2013.

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OUR VIDEOS

We help financial intermediaries and accountants with leading video content that can be placed on a website at very low cost.

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FEATURED GUIDES

A GUIDE TO BEHAVIOURAL FINANCE

The rapid rise and importance of behavioural finance has arguably been the most significant development in personal finance in recent times. Clients and prospects are wanting to learn more. This guide provides you with the perfect communication tool to educate your audience around this.

The guide, put into your branding and with your bespoke details at the forefront, introduces your reader to the subject and explains how you can help them integrate an understanding and appreciation of behavioural finance into their financial planning.

FEATURED GUIDES

The Legacy Guide

Over the past few years the concept of Legacy Planning has taken hold, with clients beginning to recognise this as a specific exercise. It is attractive to them, the core idea of taking steps and putting in place plans to meet their legacy wishes.

The problem for many clients will be that they like the thought of doing something in this way, but have no real clue exactly how to go about this. This is where your expertise and advice comes in, and what better way to introduce this to your clients and contacts than through a guide.

View all of our Guides here

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