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Thesis are working together with IFP member firms to build stronger client propositions. While we know that this means different things to different Financial Planners and firms, Thesis' speciality is working with planners to support the development they need.
The survey Thesis conducted of members at the recent IFP conference at Celtic Manor told us more about your needs and that's what we focus on.
Improving their professional connections continues to be an area in which planners would like support. Because of our heritage, we have acquired a considerable level of empathy and understanding of the legal market.
As a result, working with lawyers is second nature to us but we recognise clients are far better served when their professional services includes that of a Financial Planner. To support business development opportunities for planners with solicitors we have created a number of models that really enhance client value and business to all professional advisers.
We don't just give you the information and leave you to it. We help you all the way if necessary, from concept to delivery with a law firm. If this is an important business development objective for you, speak to Thesis.
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We understand that as Financial Planners, you take great care in building your client proposition. Our approach is to work with you to build what you want to deliver, so whether it's nominee services, back office, probate service, private office, models, active, passive or bespoke we really enjoy working with business owners to help them to create their own proposition – not ours.
By the way, we are also good at asset management but don't just take our word for it.
Check out our performance against other discretionary managers through Asset Risk Consultants (ARC) or the Optima unit trust range through Morningstar. With over £4.5bn under administration we take care to deliver.
We feel that IFP, its members and Thesis are a great match and that's why we are delighted to continue our sponsorship.
We enjoyed meeting many IFP members at the annual conference and we will also be making an appearance at nearly all IFP branches at some point during 2013.
If you can't wait until then to see how we can help you then please get in touch.
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