After four years with Positive Solutions and a career spent with national IFAs, Tony Treble is going it alone. He tells Professional Adviser why…
Toward the end, I was finding it too difficult to transact business through Positive Solutions. It seemed to have gone over the top and, for even the most basic business, it was taking longer to submit and transact. It seemed to get to the point where the more information I had on a client, the more Positive Solutions picked up on it and the more it questioned things. It is easier to do business now. I do not have somebody effectively looking over my shoulder. The fear The biggest thing about going on your own is the fear; if it goes wrong, on your head be it. There are things th...
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