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.
Get in touch
If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.
Call us on...020 7600 1660
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.