Financial Advisers

We're keen to work with existing Financial Advisers who are looking for a specialist investment management service for their own clients.

As a result of the FCA’s Retail Distribution Review (RDR), you have probably gradually been changing the way your clients are advised, managed and charged for the advice they value. As an existing adviser, you'll be as keen as ever to ensure that your clients still have access to the best investment options, allowing you to concentrate on the holistic advice they value and expect.

We have the expertise you need. We already work hand-in-hand with advisers and their clients to provide an efficient service that respects the ongoing client relationship and keeps advisers like you firmly in the information loop.

As an Authorised Corporate Director, able to establish and run collective investment schemes, one potentially attractive option for you, is the ability to work with us to create an authorised fund or funds designed to meet the needs of your unique client group.

We can even provide you with a white-label investment management option or, where your philosophy is sufficiently attuned to our own, we can act as the Principal to you, as our Appointed Representative.

 

View our Authorised Corporate Director (ACD) Services here.

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