Towergate launches RDR transition service
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More FTSE charts & pricesby Alex Steger on Jul 29, 2010 at 12:07
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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