Independent Financial Advisers

We are delighted to assist IFAs who require assistance with crypto or NFT assets. We can either report directly to you, or to your lay client.

We can assist with:

  • AML compliance (e.g. source of funds)
  • Buying & selling (on-and-off-ramping)
  • Certifying that all reasonable search steps have been taken
  • FCA regulations
  • Finding crypto & NFTs
  • Hand-holding
  • Holding, tracing, securing & transferring crypto & NFT’s
  • Identifying scams
  • Liaising with & explaining about crypto & NFTs
  • Lost passwords
  • Staked coin
  • Third parties such as brokerages & exchanges
  • Valuing crypto & NTFs
  • Your risk reduction

What we cannot assist with:

  • Accounting advice
  • Banking
  • Custodial services (e.g. holding wallets or crypto passwords, keywords or seed phrases)
  • FCA applications or investigations
  • Investment advice
  • Legal advice
  • Tax advice

However, we have extensive contacts in the crypto-world and can provide referrals in all of the above areas.

Would you like us to sign an NDA?

We understand how important client confidentiality is. We are happy to sign our standard NDA before you talk to us about your problem.

Click here for NDA

Phone us now on 0333 772 3063
Email us now info@crypto-assist.com