Investment services for financial advisers

Building a partnership

When looking to find a suitable partner to support your proposition there are a number of key attributes you might consider including:

Flexibility of offering - does the investment manager have the right solutions for my clients?

Ease of use – are they available on platforms and/or have their own platform?

Investment management credentials – is there a robust process?

Reputation – is the firm a suitable long term partner?

We appreciate these questions are not to be taken lightly, but with careful due diligence and a thorough understanding of the business, successful partnerships can be developed to ensure your clients’ goals are met in line with your existing business model.