When I was looking to move to a different IFA practice there were a number of things high up on my list of priorities. I wanted my new firm to embrace the use of technology, particularly when it came to the use of platforms; I also wanted marketing and administration support.
Investment Sense use a range of platforms, which suits me, and the support I get in terms of administration and marketing is excellent; since arriving at Investment Sense I have taken on new clients as a direct result of the marketing activities they undertake.
When I started talking to Investment Sense I was immediately attracted by the philosophy of the business and the open nature of every member of the team.
It isn’t all about me though, my clients have benefited from my move too. They really like the transparent business model, especially when it comes to how we get paid. They also like the investment proposition and find the website really useful too.
Even though I have only been part of the Investment Sense team for a relatively short time I look forward to continuing to grow my client base through referrals, professional introducers and networking, assisted by the excellent marketing effort.