SERVICES FOR FELLOW PROFESSIONALS

The Problem…
Not all professional advisers are regulated to offer financial services, and those that are may now be finding that the costs of regulation are excessive. However, since many professionals recognise that their clients need specialist advice on pensions, life assurance, investments, savings, long term care and on mitigating inheritance tax, they face a dilemma.

Do they advise? Do they recommend a third party? If so, who? They know that they will be judged on their recommendation!

The Solution…
The answer is to have a working relationship with an established Independent Financial Adviser (“IFA”), with a view to a long-term partnership
of professions.

The IFA should have proven compliance, computer and accounting systems, experienced staff, and the IFA provide a quality service while still enabling the original client/adviser relationship to flourish.

…the Navigator
ASMHFC can provide a dedicated compliance resource coupled with computer and research systems that are at the leading edge of the changing market. Our biggest asset is our people. We have qualified, experienced staff, committed to servicing clients needs and we are confident that when you meet our staff you will feel comfortable in introducing your clients to us.

…“Utopia”
Assistance in developing additional client services, without the responsibility of regulatory compliance and overheads, via a relationship you can trust.