Business Details
Your Trusted Partner for Financial Advisory Solutions
Technical Connection has established itself as a trusted partner for financial professionals seeking expert technical, tax, and financial planning support. With decades of collective experience, our team delivers tailored solutions to financial planners and institutions, empowering them to enhance client services and navigate complex regulatory landscapes. Our flagship platform, Techlink, provides daily industry updates and a comprehensive resource library, ensuring clients remain informed and compliant. We specialise in bridging knowledge gaps through bespoke professional development programmes, including CPD training and product development consultancy.Our client-centric approach combines deep industry expertise with a commitment to innovation, as evidenced by testimonials from leading firms who rely on our insights. By maintaining independence and focusing on actionable advice, we help businesses streamline operations and achieve sustainable growth. Our London-based team works Monday to Friday, offering dedicated support to meet the evolving needs of the financial sector.
Services
Financial Planners
Product Providers
Professional Development
Techlink
Highlights and features
- We offer 30+ years of combined experience in financial planning consultancy
- Our Techlink platform delivers daily industry-critical updates and analysis
- We provide tailored CPD programmes aligned with FCA compliance requirements
- Our team includes former financial regulators and award-winning trainers
- We maintain strict independence to ensure unbiased, client-focused advice
What people say
Invaluable insights
Unparalleled expertise
Consistently relevant resources
Indispensable support
Highly qualified team
Services
Financial Planners
We provide comprehensive technical support for financial planners, including tax-efficient strategies and compliance guidance. Our services help professionals enhance client offerings through independent analysis and market insights. With our expertise, planners can navigate complex financial products and regulatory requirements effectively.
Product Providers
Our consultancy supports product providers with technical analysis, legal compliance, and business development strategies. We offer tailored solutions for product design and market positioning, ensuring offerings meet both regulatory standards and client needs. Our expertise helps providers stay competitive in evolving financial markets.
Professional Development
We deliver CPD-accredited training programmes and assessment frameworks for financial professionals. Our courses cover technical updates, compliance requirements, and practical skills development. Designed by industry experts, these programmes ensure professionals maintain competence and meet regulatory obligations.
Techlink
Techlink offers a searchable library and daily bulletins containing critical industry developments. This resource keeps professionals informed about regulatory changes, market trends, and technical updates. Subscribers gain actionable insights to support decision-making and client advisory services.
People
Tony Wickenden
Director
With 25+ years in financial services, Tony specialises in technical compliance and product development. He leads strategic initiatives and regulatory consultations for major industry players.
Claire Trott
Head of Training
Claire oversees our CPD programmes, bringing expertise in financial education design. She ensures training content meets FCA requirements while addressing practical industry challenges.
Niki Patel
Tax Specialist
Niki provides expert tax planning guidance, focusing on cross-border investments and inheritance tax strategies. Her insights help professionals deliver tax-efficient solutions to clients.
Questions
What services does Technical Connection offer?
We provide technical support for financial planners, product development consultancy, CPD training programmes, and our Techlink industry update service.
Who are Technical Connection's clients?
Our clients include financial planners, product providers, wealth managers, and compliance officers seeking expert technical and regulatory guidance.
What is Techlink?
Techlink is our daily industry update service featuring regulatory changes, technical analysis, and market developments essential for financial professionals.
Do you offer CPD-accredited training?
Yes, we design and deliver FCA-compliant CPD programmes covering technical updates, compliance requirements, and practical financial planning skills.
Where is Technical Connection based?
We operate from our London office at 1st Floor, York House, 23 Kingsway, WC2B 6UJ, serving clients across the UK.
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