Everything we do, from the basics to the more complex, is designed to help your business thrive 
Investment services
Innovative wrap-based business solution
We can help you attract and retain quality, profitable clients, as well as reduce your exposure to risk, with our innovative wrap-based business solution called 'Clear'. This system incorporates Risk Profiling, Asset Allocation and Fund Selection tools which enable you to assess, allocate and document all your client data in a TCF friendly way.
Asset management
To help our clients share risk and expertise in fund selection we have developed a unique investment proposition called Sinfonia. Sinfonia Asset Management is our very own asset management company and is designed to offer your clients an actively-managed investment solution using a range of fund managers all under one roof. This is supported by FundQuest's 45-strong research team, a flexible fee structure and optional automated annual reviews.
Introducer service
You can also add income to your business through product areas that you either can’t or choose not to advise on. Simply introduce clients to our dedicated team of advisers who will act on your behalf and advise your client on what's right for them. In return, you will typically receive 50% of the commission received.
These are the areas we can advise on:
- Mortgages
- General insurance
- Protection
- Pension transfers
- Annuities
- Equity release
Our retirement solutions service is worth a special note as it is especially designed to help you with annuity and pension business, which is often complex and time consuming. It enables clients with all sizes of pension pots to access either the non-advised annuity service or the full advice service and we'll take care of the whole process. You have no compliance involvement and can earn up to 50% of the commission received. Most of all, your client gets a great service and you retain client ownership.
