We are able to provide our bespoke service to your clients. Hence they receive a valuable service and you have a new source of revenue.
A key advantage to you is you would not be responsible for the advice, this also means you do not have to amend your P.I cover and bear the additional cost.
This area of business is complicated and changes rapidly. This is not an issue for us as it is part of our daily mainstream business. For IFAs where this is not the case it is all too easy for costly mistakes to be made.
Another key point is we will always regard your clients as your clients. We are being introduced by you as the professional providers of a service you believe will be of benefit. Our work also generates further standard IFA work for the introducer.
To discuss how we can provide this valuable service to your clients please click Here