You need to back up every decision you make in the modern financial services arena. We provide the research and rationale to establish which products and investments you use with their clients. This frees you up to see the next client, and the one after that too. Rather than spend your time working your way through products and providers, we take on the search on your behalf before presenting recommendations.
Selecting the right investments is at the core of everything you do. Your reputation both professionally and from a compliance point of view stands on the shoulders of these decisions. We have the experience and qualifications to help lighten this load. If you want clients to retain your services, come back to you and recommend you to others, then the performance of the products you select needs to match expectations. While you’re busy managing these expectations, we’re busy sourcing the right products for your clients.
There are so many choices out there. This represents a major challenge for any financial adviser worth their salt. Products are updated all the time. The use of the internet means that a product can be withdrawn at a moment’s notice or altered in any way shape or form. It’s a full-time job keeping up with the changes that providers make to their product range. But don’t sweat it – we’re on the case. It’s part of our job role to keep up to date with all that’s going on in the financial service world, including product information. That way you get the most relevant recommendation possible.