Welcome to Class Leading Solutions

Positioning advisers and licensees for long term growth and success.

Class Leading Solutions (CLS) is an independent specialist sales and marketing consultancy that is dedicated to improving both the operational efficiency and profitability of financial advisory businesses.The CLS team is comprised of business improvement experts with extensive financial services backgrounds. The team utilizes their experience and expertise to source and identify innovative business partners that have developed "best of breed" products and services within the wealth management industry. CLS then assists these businesses in engaging with advisers and dealer groups to maximize their market place offering, profile and success.

Importantly, CLS's success and reputation is built on an intimate and personal understanding of the very individual and unique operational needs of their adviser and dealer group clients. It is from this understanding that CLS is able to develop strategic solutions. These address an increasingly demanding and compliant marketplace that is required to provide professional advice to service the growing and sophisticated needs of clients.

CLS provides advisers and licensees, innovative operational products and services, and insights that assist them in servicing their clients more efficiently as well as growing their business and operating more profitably. In doing so, adding value and ensuring advisers and licensees long term success and viability.