Thesis Asset Management (TAM), a UK-based investment manager, is launching a new integrated service model to help Independent Financial Adviser (IFAs) extend their relationship with professional services firms.
Developed in consultation with lawyers and financial planners, the new service is built based on Thesis’ knowledge in professional services sector and experience in dealing with financial adviser firms.
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IFAs can use the service to offer value added proposition for their clients.
The service will also cover strategic financial planning scenarios and an annual review tool aimed at engendering a long-term relationship between both parties.
TAM business development and marketing director, Lawrence Cook, was quoted by ‘financial reporter’ as saying that their new initiative is aimed at recognising and bringing together the strengths of the legal and financial advice professions.
"Through our new integrated model we hope to foster a closer relationship between lawyers and financial planners that is mutually beneficial. Ultimately, we hope this new service could act as a springboard for future long-term partnerships between advisers and professional services firms," Cook added.
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