Harrison Spence Partnership

Working with IFAs for IFAs

How do you build a portfolio?

• Brokers, sales material and trade press.

• Review of managers’ records, historic performance, rating agencies and investment mandates.

• Watch the trends, pound cost averaging, passive. • How do you really know if the manager will perform

in the new investment world in which we live? Will your research and review systems stand an FSA visit?

More time to develop your practice

• Imagine having more time to manage your clients and deliver their financial aims

• Complete control of the client relationship, allowing you to concentrate on holistic planning.

• With direct access to your own investment managers and a control system for investment selection, reducing PI and

compliant with RDR. • White labeled for seamless integration.

Every Business Needs a System

• Sooner or later, every business needs a system to manage client investments

• Is yours robust enough to meet FSA requirements?

Design & build your own Platform

White labeled platform providing;

Control and ownership of all client relationships

Client agreed remuneration ‘CAR’

Access via existing tax wrapper relationships

Multiple outsourced model managers, providing access to off the peg or bespoke solutions.

Your Platform – Your control

• No minimum contract period at either Platform or manager level

• Online access via your own website. Client and tax report functionality.

• A controlled and consistent process for the management of investments within your practice

Build your own range of funds• Introduce investment solutions from a range of Blue

Chip and boutique providers. • Help your advisers to source new innovative

solutions. • Work with you to design and build your own investment

strategies or a complete fund range. • Bring IFA groups together to help facilitate merger

and consolidation.

We work on your behalf• Consultancy approach, we work for you rather

than the provider • Develop a strategic plan based on the change you

want to make in your business assist in its implementation

• Results based fee structure, aligned directly to the

success of the solution. We share in the long term success of the project

New Business Model

• By now, you can probably imagine how this system could radically change your business model for the good

A 21st Century Model

• We look forward to developing a new more efficient business model on behalf of your practice

T: 077677 38389E:bhs@harrisonspence.comwww.harrisonspence.com