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.’


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3 comments so far. Why not have your say?

Anonymous 1 needed this 'off the record'

Jul 29, 2010 at 13:14

what are towergate going into the service provider business ! mmmm

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Bryan Little

Jul 29, 2010 at 13:29

This looks as if will be helpful to small firms such as our own. We have started our 'conversion' it will be interesting to see the model put forward by Topwergate.

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Nick Bates

Jul 29, 2010 at 14:05

Advisers can easily do this on their own

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