When you receive financial advice, confidence matters.
Behind every recommendation should be clear processes, careful review, and proper oversight. BAT supports advice firms in delivering advice that is well organised, carefully checked, and professionally managed from start to finish.
You may not always see BAT, but it plays a role in protecting the quality of the advice you receive.
Designed around long-term trust
By supporting consistent processes, clear records, and proper review, BAT helps firms demonstrate that advice has been delivered with care and accountability. This creates a stronger foundation of trust between you and your adviser, not just at the point of recommendation, but over the long term.
BAT exists so advisers can focus on listening, explaining, and supporting your financial decisions, while the structure and checks happen quietly in the background.
The result is advice that feels professional, considered, and well managed.
BAT helps ensure that advice is built on complete and consistent information.
Your adviser records your details, documents, and recommendations within a structured system designed specifically for regulated advice. This reduces errors, missing information, and delays, helping ensure that your advice is reviewed thoroughly before it is finalised.
This means fewer surprises, fewer corrections, and a smoother experience overall.
