Your clients come from all different walks of life, ranging from those starting out investing to those already in retirement. Many require face to face advice on an ongoing basis in order to deal with large or complex portfolios whilst others do not need this level of service, but equally don’t want to have to take on responsibility for running everything themselves.
Such clients typically want a low cost fully online experience with telephone support and access to advice when required, coupled with a strong and traditional investment management proposition behind the online functionality.
Our Managed Direct service provides just this – fully managed ISA, SIPP and general investment portfolios that change with the markets and adopt risk management in line with each clients’ time frames and requirements.
We provide all of this as the same price your clients would have pay a platform/discount broker (and fund managers) to do it all by themselves, whilst also retaining your services for telephone support and access to financial advice whenever required.
Contact us to find out what we can do for your clients and experience how simple it is to enable them to switch to this low cost comprehensive service.