Flexibility to find the appropriate solution is paramount when looking to deliver added value to your client.
Investment services for financial advisers
Flexible solutions drawing on our investment expertise
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.
What our clients say
The paperwork I receive is easy to understand and very personalised which makes me feel valued as a client.
Flexible investment solution
Professional advisers have a range of different client types so being flexible is key to becoming a sound investment partner.