Gilt Edge

Category Archives:Gilt Edge

Does your CIP compliment your practice

The importance of a Central Investment Proposition (CIP) is now fundamental for a successful IFA practice.

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Successful Succession Planning

Succession Planning – How feasible is this option?

 

Succession planning is becoming ever more important for IFAs due to the changing financial advice sector. Since the implementation of RDR, increasing regulatory fees, more advisers reaching retirement age and client banks getting older, many firms are now in the process of evaluating what to do next.

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Your Investment Committee – are you meeting the requirements?

Do you hold quarterly investment meetings in your practice? Would an independent, unbiased overview benefit your practice?

 

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Stand out from the crowd – a unique approach

In a recent survey it was found that 9 out of 10 financial advisers use a Discretionary Fund Manager (DFM) as the core element of their Central Investment Proposition.

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How can Gilt Edge support you?

Gilt Edge Investment Consultancy is an independent firm set up and managed by Ian and Simon Jackson. We provide, assist and guide IFAs in running their centralised Investment Propositions.

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Welcome to Gilt Edge

At Gilt Edge Investment Consultancy, it is our firm belief that IFAs should do what they do best – advising clients.

Using the services we provide, allows firms to spend more time with clients, whilst safe in the knowledge that there are robust investment procedures in place which meet strict FCA guidelines.

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