FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
You are currently accessing Professional Adviser via your Enterprise account.
If you already have an account please use the link below to sign in.
If you have any problems with your access or would like to request an individual access account please contact our customer service team.
Phone: +44 (0) 1858 438800
Email: [email protected]
Search Professional Adviser
Creates $560bn AUM entity
Evidence-based business case
Targeting 'younger, ambitious advisers'
Annuity-style payouts for retiring advisers
Two acquisitions made in June
Regulation and consolidation
Group now boasts 40,000 clients
Tips from recent experience
Clients represent 13% of island's population
Received £25m funding in April