Benefits
For you:
- An outsourced investment solution freeing your time to concentrate on financial planning and to pursue new business
- Direct access to your clients’ Investment Manager and Brewin Dolphin’s objective research capabilities
- Continuously managed portfolios enabling you to fulfil relevant MiFID requirements
For your clients:
- An individually tailored portfolio managed on a full-time basis
- A broad range of assets available with access to institutional terms where suitable
- Simplified paperwork including tax summaries where applicable
- Disciplined SIPP strategy with regular reviews to meet your clients’ pension objectives
Please contact us for details of our fees and charges.
