06FEB 2023
We understand that every adviser and every client is different. We aim to meet your clients’ individual requirements and deliver the highest level of service both to you and your clients with a full range of investment solutions.
You remain in control of client relationships and continue to provide financial planning advice.
You’ll also be responsible for determining the suitability of their risk profile according to their situation and needs.
Providing an investment service that starts by setting an appropriate asset allocation strategy for each client.
Creating and managing personalised portfolios that match their individual risk profiles and financial goals.
Providing access to online support, including market update videos, portfolio updates, quarterly newsletters and bespoke events for you and your clients.