We're keen to work with Independent Financial Advisers (IFAs) who are looking for a specialist investment management service for their own clients.
As a result of the FCA’s Retail Distribution Review (RDR), advisory firms have been gradually changing the way their clients are advised, managed and charged for the advice they value. As an adviser, you'll be as keen as ever to ensure that your clients still have access to the best investment options, which allows you to concentrate on the holistic advice they 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 firmly in the information loop.
As an Authorised Corporate Director, able to establish and run collective investment schemes, one potentially attractive option for IFAs is the ability to work with us to create an authorised fund or funds designed to meet the needs of their particular client group.Contact Us