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As a trusted consultant to a number of independent financial
advisors 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 and
national firms.
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.
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"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
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 clients portfolio's in real-time.
In addition, commission-sharing is also available for certain
services if required.
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