An IFA is to launch a non-advised investment proposition alongside its fully advised service to allow clients to "dip in and out of advice as they please".
Glasgow-based Killermont Investments is looking to launch Investing Well at the end of February, offering clients free online savings calculators and risk profilers to enable them to invest on an execution-only basis. The firm said the difference between D2C propositions already in the market, such as Hargreaves Lansdown and Nutmeg, and Investing Well, is that it was developed by advisers, who are at hand to field questions. "If they want financial advice or just ask a question they can contact us and do that," said director Craig Richardson. The service was borne out of looking at...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
