Financial Advisor Services

As a trusted consultant to a number of independent financial advisor teams (IFA’s) we have, over the years, developed a reputation for competence, efficiency and, perhaps most importantly, integrity, which means that we are a natural choice for many local firms across the UK, especially in and around the Leicester, Northampton and Milton Keynes areas where we are based.

Whether your expertise lies in insurance, protection or investment, we believe that we have the skills and the experience in financial markets to help you offer another valuable service to your clients; be it simple share-dealing or more comprehensive portfolio management services.

“As well as providing you with copies of all contract notes, valuations and reports, we are also able to provide online portfolio valuation access”

The trust and reputation that we have built up, over many years, will leave you with the peace of mind that not only will your clients receive the highest possible level of service from a dedicated financial advisor, but that we also have rigorous internal systems in place to protect your relationship with your client.

Communication with the client will usually be through you rather than direct, not only ensuring that you remain fully informed, but also protecting your unique client relationship. As well as providing you with copies of all contract notes, valuations and reports, we are also able to provide online portfolio valuation access, ensuring that you can keep up with progress of your client’s portfolio’s in real-time.

In addition, commission-sharing is also available for certain services if required. As such, please don’t hesitate in getting in touch as we’d be more than happy to help out be it anywhere across the UK, especially in and around the Leicester, Northampton, Milton Keynes and Warwick areas from our main offices.