There are a number of reasons why 2020 Wealth Management and Positive Solutions are right for your practice:
- You will benefit from their assistance in business development with local contacts.
- You will gain access to standardised procedures used by other Law firms across the U.K.
- You will receive an ‘all encompassing’ range of products and services.
Key Benefits include:
- Positive Solutions can second an adviser to your firm for an agreed amount of time per week/fortnight.
- The proposed structure alleviates you from virtually all regulatory responsibilities, including commission disclosure.
- An advisor who can spend the requisite amount of time on developing the connection with you, and spend time with partners and managers.
- Positive Solutions will assist in business development with local contacts.
- You retain complete client control and ownership, although Positive Solutions would have a regulatory responsibility to service your clients in a financial services capacity.
- Marketing support / E-Mail bulletins on ‘issues of the day’ from Positive Solutions, as required.
- 'Opportunity spotting’ / ‘Needs Analysis’ training from Positive Solutions.
- Standardised procedures used by other practices across the U.K.
- An ‘all encompassing’ range of products and services.
- Access to other Positive Solutions departments such as Research, I.T. and Marketing.
- Full Lines of communication, including copy recommendations, if required.
If you would like to discuss this in more detail please contact us:
Call +44 (0) 121 314 2020 or Email Us
