Q&A: IFA Sheriar Bradbury on his firm's centralised investment proposition

How many clients do you have and how many are active? We have 55,000 clients on the database; however, in terms of active clients, we have between 1,500 and 2,000. We acquired a number of client banks and so have a number of clients on our books that we are not actively engaged with, often because we do not have up-to-date details. What is the average size of a client portfolio? For clients using our portfolio service, the average size is somewhere between £150,000 and £200,000. Do you have a minimum investment amount? Within our service proposition, generally, we can manage dif...