Verbatim AM partners with Sandringham on investment process

Verbatim offers an end to end investment process, in which the adviser is given the tools and resources to identify their clients' goals and objectives, with a view to promoting suitability when developing and implementing their clients' financial plan. Neil Stevens, managing director of Verbatim Asset Management, said more than 1,700 firms were already using its investment process.  "Since Verbatim was launched the FSA has consistently focused on the importance of establishing a client's willingness and ability to take risk, which Verbatim incorporated as a core foundation of the inv...