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Many IFA frustrations include:- · Time spent on compliance instead of writing business · Fear of missing something that the FSA may pull them up on · Changing how the firm works in order to keep up to date with regulatory changes · Supervising advisers · Keeping up to date with products and how they work · Finding time to study for qualifications · Paperwork |
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This is where CATS can help you!
Personal service- we become part of your team and become a sounding board for future projects and for concerns.
Bespoke service- the levels of service we offer dictates the frequency and account of work you require. However every firm is different and we pride ourselves on the fact that we give each firm a bespoke service.
We are committed to ensuring that you have the same consultant for as long as possible..
Who do we work with?
We specialise in looking after small or medium sized firms who provide or who are looking to provide their clients a Wealth Management service. These firms tend to provide a wrap offering and use model portfolios. Our client base also includes firms who use Dimensional Fund Advisors (DFA) as part of their core investment strategy and philosophy. We also have many clients who are members of the Institute of Financial Planning and understand the Certified Financial Planner (CFP) values and method of working.
We choose to work with firms who are.....
1. Receptive to our feedback
2. Forward thinking and keen to develop
3. Holistic financial planners
4. Focussed on putting the client first
5. Committed to building strong relationships
6. Respect their clients and suppliers
