Lee Jeniec

Lee Jeniec

After the implementation of RDR, we at Financial Advice Centre Ltd decided that we required expertise and guidance in the design, implementation and evaluation of our new Centralised Investment Proposition (CIP).

Being a fully independent practice looking to generate new business alongside servicing existing clients, Gilt Edge have been a pivotal part in making sure our practice continues to provide the best service to our clients.

Gilt Edge helped in the design and implementation of a ‘Bespoke’ CIP that fully benefits our clients and fits within our service packages. Without Gilt Edge we could not continue to provide a fully independent service to our clients. We would 100% recommend Gilt Edge to any IFA firm that is looking to develop their practice further and reduce risks in their business from on-going changes in regulation. The service is individual, very comprehensive and goes far beyond other options in the market.