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Adviser Assistant

A regulated partner that specialises in providing free, remote, third party reviews for advisers and processing any switches

Adviser Assistant

Adviser Assistant is an FCA authorised and regulated firm that has no clients of its own, but instead specialises in providing (and taking regulatory responsibility for) external reviews of groups of your clients and (where suitable) undertaking the switching process to Intelligent Money under your agency, with your agreed level of adviser remuneration, all on your behalf.

You remain constantly in control of which clients you select for this service and retain client ownership throughout. Please contact us or visit adviserassistant.com for further information.