The people who will look after your clients

Me, for the partnership

The agreement, the training, how your firm wants to run it, and anything that is not working. I am the person you ring, and I would rather hear about a problem early than read about it in a review.

Your adviser, for your clients

One financial planner matched to your firm. They meet your clients, they are the same person next year, and you hold their direct line. If the fit is wrong we change it, which is easier to do at the start than later.

A paraplanner, behind the advice

The research, the comparison of what the client already holds against what is available, and the suitability report that has to stand up years later. This is the work that makes a recommendation defensible, and it happens before your client sees anything.

You will not usually deal with them directly. It is worth knowing they exist, because the difference between advice that holds up and advice that does not is mostly done at this desk.