As a professional adviser you know your clients well. You understand their financial positions, goals and aspirations. As such, you are best placed to provide them with holistic financial advice and assess suitability on their behalf.
Because of this, we operate on the basis that the primary relationship is always between the adviser and their client. Around 82% of our funds under management have been introduced to us through these relationships, justifying our commitment to working closely with advisers in this format.
Our role
Our aim is to support you in achieving the best possible investment performance for your clients, and we will work closely with you on this issue. We can also free up your time to concentrate on growing your business.
Our discretionary investment solutions utilise our proven centralised investment process. This involves the implementation of an asset allocation strategy and the evaluation and selection of individual investments, operating within the boundaries of defined risk controls.
We handle portfolio compliance and administration pertaining to client portfolios, and provide full third-party professional indemnity insurance to give you added peace of mind. In addition, we provide a secure 24/7 online valuation facility for you and your clients, as well as live data feeds into popular back office and customer relationship management systems. These include Iress (Adviser Office), Enable, Intelliflo, Sammedia (Moneyinfo), Time 4 Advice (Curo) and Plum.
Some of your clients may have been awarded settlement figures for personal injury or clinical negligence claims and the money may need to provide for their care over the long term. In this case, our investment strategy is overseen by third parties appointed by the Court of Protection.
This service is provided by Kingfisher Paragon Ltd.