The integration with new CRM platform Elev8 aims to reduce the need to switch between systems during the advice process.

Access Financial Services (Access FS) is partnering with Matt Chapman, also known as The Protection Coach, to support advisers with goals-based conversations.

Two advisers from the brokerage’s protection team will sit on the council.

Today, Access FS has announced the appointment of Rob Jarvis as business development manager, primarily responsible for recruitment.