Financial Advisers Offered Extra Support by Fidelity Life


Fidelity Life is increasing its support for financial advisers with the creation of a Solutions and Services team.

The team, led by Trecia Brown, will provide support across the areas of advice and professional development, as well as an expansion of the company’s Building Better Businesses programme.

Building Better Business was launched by the firm in 2019 to help advisers identify and close the gaps in their business operations.

Brown has a 30-year career in financial services and was the firm’s Head of Professional Development before being appointed to Head of Solutions and Services.

Trecia Brown, Fidelity Life's Head of Professional Development.
Trecia Brown, Fidelity Life’s Head of Solutions and Services.

Fidelity Life Chief Sales and Service Officer Bronwyn Kirwan says: “Our new Solutions and Services team recognises advisers’ needs are constantly evolving as the broader business environment changes.

“Taking our cues from a range of stakeholders including customers, advisers and regulators, as well as from emerging technologies, our intention is to help advisers stay one step ahead.”

A video series for financial advice businesses, and designed in conjunction with business coach Jennifer Myers, has also been released by the insurer.

Brown says: “Working on your business is just as important as working in it, and this new video series will help advisers build and maintain a resilient business.

“As well as covering key topics like setting business goals, identifying target markets, and building your personal brand, we also look at finessing advisers’ softer skills which are often overlooked as an essential ingredient to running a successful business.”

Meanwhile, Fidelity Life’s Building Better Businesses programme is also set for further expansion, with new modules in the pipeline including business diagnostics, behavioural economics and benchmarking.

For more information advisers are encouraged to contact their Fidelity Life Business Manager.