A New Vision
The large distribution networks have become too big and expensive, delivering value for shareholders and little for advisers and their clients. What most advisers and planners now experience are legacy processes and onerous administration, with people and passion taking a back-seat. We know you want more.
Clients expect more too. Not just value for money but an honest relationship with a professional who can give transparent and clear financial advice. Products are not important to your client, but relationships are.
With many years of experience, we know you and your business, and how to help you grow. We also see what is missing – a more personal distribution business focussed on you and your clients.
We are what the advice sector has been looking for, something new, fit for the future.