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"Advisory firms often accept costs dictated to them by product providers or fund houses, who in most cases offer little to firms in terms of helping create time savings or efficiencies.  This in turn affects the resources required to service clients, clients plans and ultimately what a firm charges for initial & ongoing service, which can often restrict what firms can charge and ‘per client’ profitability."

"We believe this mind set is the wrong and we help advisory firms have more of a say in this area due to our strength and capabilities around platform and investment solution terms, which can help you enhance service and increase revenue from your existing client asset base."

The client acquisition and ongoing servicing journey starts here so getting your service proposition right is crucial.

Why ?  It may come as a surprise but we often find firms are either under or over charging for their given service levels or are not fully aware of the impact their current service offering may be having on them from a regulatory perspective or their clients... 


Needless to say it makes good business sense to continually review and update any service propositions annually of where there is a distinct change in a firms business model.

We help firms in this area by understanding their target audience, their marketing strategy, time spent per initial & ongoing advice case, average case size per service level, changes in target case size/service level and USP's to then help either re design any existing service levels and service features or start a fresh.  

Here are some of the key areas we enhance value to firms we work closely with :-

  • Analysis of any existing service level proposition. 

  • Assessment of client segments.

  • Design/Re design of service levels and features. 

  • Setting of charging bandings per service level. 

  • Service level branding.

  • Integration of service and fee level bandings into back office systems.

  • Creation of branded service level documents - service proposition, ongoing service proposition, fee agreement, standing order mandate and wider marketing material.

  • Supply of ancillary white labelled client facing material - Fact find, fact find update & Investment Review Form (MIFIDII compliant), risk profiling questionnaire.

Once your client proposition is designed and fit for purpose the next stage is setting out your Investment & Platform Proposition.

Why not take a look at our brochure and wider support material via our Info & Brochures website page.


Need more information? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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