Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

Citywire printed articles sponsored by:


View the article online at http://citywire.co.uk/wealth-manager/article/a418323

Towergate launches RDR transition service

by Alex Steger on Jul 29, 2010 at 12:07

Towergate launches RDR transition service

Towergate Financial is to allow advisers access to its investment proposition and platform as part of a service to help firms prepare for the retail distribution review and improve client communication.

Towergate’s transition tool kit is intended to help advisers move to a fee-based model and will include access to client risk attitude to risk tools and a full client service programme.

Towergate said the service would not involve advisers joining the IFA national or using Towergate branding.

Ian Darby (pictured), Towergate Financial chief executive, said: ‘We have introduced this new transition tool kit in response to a large number of adviser firms that we speak to who love what we do but don't want to sell their business.’

‘They will have access to a range of tools and investment solutions which enable them to thrive, become more profitable and provide first class advice to their clients.’

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

Sorry, this link is not
quite ready yet