Benefits for you and your clients
For you:
- Direct access to your clients’ Investment Manager and our objective research capabilities
- Continuously managed portfolios enabling you to fulfil MiFID requirements
- An outsourced investment solution freeing your time to concentrate on financial planning and to pursue new business
- Annual fee supports 0.5% per annum trail and in addition we can pay up to 3% introductory fee levied as an initial charge.
For your clients:
- An individually tailored portfolio managed on a full-time basis
- A broad range of assets available with access to institutional terms
- Simplified paperwork including tax summaries where applicable
- A ‘clean fee’ structure available
- Disciplined SIPP strategy with regular reviews to meet your clients’ pension objectives.
For further information please complete our online form or get in touch.