Financial Advisers

Financial advisers work in a very challenging regulatory environment. Selecting and managing investments requires specialised knowledge and time to maintain suitable client portfolios. We work exclusively with financial advisers to offer a range of services, complementing their advice and adding real value with our clear, practical and effective approach to investment decisions.

We understand their concerns over matters such as loss of investment control, additional costs and potentially weakening their client relationships. Financial advisers are our clients and our approach is to create a partnership that reduces these concerns, benefiting their business and their clients.

Our partnership with financial advisers provides: -

  • More time for them to focus on growing their business and managing existing client relationships
  • Reduced risk through access to dedicated expert investment knowledge and research
  • Decreased administrative burden and costs by outsourcing responsibility for investment management decisions
  • Enhanced client proposition by adding a broad range of risk graded discretionary model portfolios