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.
020 7600 1660
Flexible investment solutions
Flexibility to find the appropriate solution is paramount when looking to deliver added value to your client. Whether looking to match your risk assessment tools, offer a vehicle for younger clients starting their investment journey or helping others mitigate a looming inheritance tax burden, JM Finn has a range of options to help you.