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In Partnership

We're here to help you deliver value to your clients with tools and resources for our network of financial professionals.

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3 Ways to trade

Independent? Restricted? We believe in the power of great advice irrespective of the business model it comes from. That’s why In Partnership supports a variety of trading styles.

These can be taken individually or in combination; it’s about delivering clients the right advice for their needs and helping you build the business you want.

 
Independent - Whole of the market product offering   Select - Selected product offering   Russell Wealth Management - Focused product offering
         
If independent advice is right for you and your clients then you’ve come to the right place. In Partnership has a rich legacy of supporting leading independent financial advisers and we’re committed to working together as your business partner.   When considering a bespoke restricted proposition why compromise? This trading style combines the power of a panel with the flexibility of a comprehensive offering. Advisers can use this blueprint as a starting point and bespoke it for their needs.   Streamline and de-risk your business by choosing the Russell Investment Wealth Management service. Working with us in this way gives clients and their advisers access to an industry leading suite of benefits and a high level of support. Visit www.russellinvestments.co.uk to learn more.
         

By adopting any combination of these 3 ways to trade advisers are empowered to serve individual clients with the right proposition for their needs.

All our supported trading styles include:


> Comprehensive compliance support
> Fully inclusive leading PI policy
> Investment proposition and client proposition development
> Responsibility for the capital adequacy directives of the FCA
> 1st class mortgage club
> Rapid onward and same day payment of adviser fees and commissions with clear online reconciliation statements
> Full personal and business development training programs
> Full business support
> Global perspective on advisers and the ability to share best practices
> Full EU Insurance Mediation Directive and MiFID cross-border services for life, pensions and investments business

Want to know more? We’d love to hear from you. Give us a call on (01403) 214200.