Former Generate man taps into new service for advisers
The Adviser Platform (TAP) is described as an "industry-first administration and CRM support" group which currently has 50 advisers either under TAP or using its CRM.
TAP is 75% owned by the Haven Group, which is run by Craig and Geoff Baldwin and Edwards owns 25% of the new group. Haven also owns a business Deployed which offers administration services.
"Deployed is a full-service offshore staffing agency with a team that has been given high quality, professional training so that they are able to provide the best admin support across multiple sectors including small business and IT.".
Edwards says TAP is a completely stand-alone business. "Whilst it has taken the best learnings from working with advisers via Haven, and the best practice of admin team development via Deployed, TAP's sole aim is to improve, strengthen and grow the entire adviser market. Haven is simply another business supported by The Adviser Platform."
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