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The increasing complexity of the financial services market, the growing number of products available and complicated financial regulations make it difficult for trustees, accountants and solicitors to deliver truly independent financial advice.
To ensure you are kept up to date with the ever-changing financial market, we operate a Professional Partnerships scheme open to all professional practices. Once registered, you will have access to a senior account manager who can provide a full spectrum of financial advice to your private and company clients and is responsible for ensuring the success of the business relationship.
Establishing Professional Partnerships
Based on a regularly reviewed formal introducer business agreement, Professional Partnerships enables members to provide reliable independent financial advice to their private and corporate clients through a qualified IFA.
Our Aim
Our aim is to enable professional practices to widen the range of services they offer, to enhance their reputation with their clients and to give their practice greater opportunities to increase their fee income.
As a result, their clients can benefit from our professional and expert advice in all areas of the financial services market - from independent financial advice to healthcare - from benefit consulting to asset management and software solutions covering all aspects of Human Resources and Employee Benefits communication and administration.
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We provide:
- Technical information on topical financial services issues
- A dedicated Account Manager supporting your firm
- Regular reporting on cases introduced
- Pro-active development of financial services opportunities within your practice if required
- Joint ventures
If you are interested in becoming a Professional Partner, please contact Paul Hamer for further information.
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