IFAs

The recent volatility in the world stock markets, and the increasing amount of time it takes to research the number of funds available, has led a number of advisers, we believe, to outsource their clients' investment portfolios, to a specialist investment manager and stockbroker like Arjent.

While the decision to outsource this part of your business could be a difficult one to make, it is a strategic decision which could, we believe, ultimately lead to form a central part of your service proposition.  It also leaves you with more time to focus on your core business areas and pursue new business opportunities. We do not have a financial planning division and as such we view our relationship with you as an important one which could enhance your service offering to your clients.

We understand that building a long-lasting relationship with you is essential to delivering additional advantages outsourcing can present and could be in the best interests for your clients. This is why we take time to get to know you and your business, via a series of face-to-face meetings before working with your clients.

When designing the most appropriate portfolio that will benefit your client's needs and assist them to make and preserve their wealth, we take a personal approach to the services we provide. This enables us to take into account the different levels of risk and reward which is personal to your client.