Ensuring that you have the right investment solution may just be one part of the advice process.
You may also require a solution which is, and remains, tax compliant and correctly regulated. For this you may need the support of a highly competent, experienced and dedicated technical team to help you achieve your goals.
We are well known by financial advisers for our world-class technical back-up. That’s because we go the extra mile to give them the specialist help and support they need to enable them to give you the best quality ongoing service.
We offer your financial adviser:
Training and seminars to help them stay up-to-date with new industry developments and opportunities which they can, in turn, pass on to you
Technical product information so they understand and can accurately explain our products
Trust and taxation expertise so they can recommend the right solutions for you
Access to a dedicated and regularly updated technical website
Portfolio-building and analysis tools so they can build and keep track of your investments’ performance, and
Online switching facilities, so they can adapt your portfolio quickly and easily to keep it performing to the optimum level.
We also send out experts from our operational teams to meet financial advisers and gain local feedback on how we can improve our support to them and, therefore to you.