Financial Adviser
As a financial adviser you’ll be interested in market-leading returns, reporting and risk management. But financial advisers we work with also tell us that the single most important feature of our service is that we care about their clients’ interests every bit as much as they do.
Service elements that our financial adviser partners enjoy include:
- Free market orientation day: our Financial Adviser Relationship Manager will give you a thorough introduction to the market and explain in detail how we work with financial advisers. (Please note the first day is free and subsequent days are charged at £500 per day)
- Prospective Client Presentations: at your request we will arrange a fine wine portfolio presentation either at our office, your office or an address of the client’s choosing
- Full access to client documentation: we will provide you with duplicates of all correspondence and reporting to ensure you have a complete record of all client activity Read more
- Control of access to the client: you can determine how much or how little interaction we have with your clients. As long as we have signed authorities in place we are happy for them to be entirely removed from the process
- Negotiable terms: we’ll agree these up-front with you to create a mutually beneficial opportunity for your client, yourself and us.
Call our Financial Adviser Relationship Manager, Mike Wallen, on +44 (0)208 293 1616 today to find out how we can put our portfolio management expertise at the service of you and your clients.