In ACCORD. Know your client - fully
Who we are
In ACCORD helps the financial services sector deliver future-fit, client-centred advice by strengthening how firms understand and document client preferences, objectives and suitability. We provide the tools, training, and strategic support to help advisers make structured conversations a normal, confident, and consistent part of everyday advice. In ACCORD is the trading name of ESG Accord Ltd.
What we do
We support advisers, DFMs, networks, platforms, product providers and educators through four connected areas of work: • Accord Consulting - practical and strategic support for advice firms, DFMs and fund groups • Accord Initiative - partnered by the industry, free, open-access tools and templates for the advice community • Accord Academy - CPD-accredited courses for the modern advice landscape • Accord Talks. Industry conversations and thought leadership.
Our focus
Clear, neutral, structured conversations and narratives that strengthen suitability, reduce risk, and support Consumer Duty and SDR expectations. We help firms and partners embed approaches that work across all pathways — conventional, sustainable and values-based - without complexity or ideology. All four areas of our work contribute to the In ACCORD Client Preference Programme, supporting consistent, structured adviser conversations across the sector.
