Adviser Compliance Support
Here at Healthy Investment, we’re committed to doing everything we can to help you, as a financial adviser, provide the very best products and service to your clients.
Many of our advisers use the independent research produced by Moneyfacts Investment Life and Pensions - it’s a great source of information and includes comparison tables of maturity payouts. If you’d like more information on where to find specific independent research then get in touch with your dedicated Business Development Executive.
To help you prepare your client and compliance file we’ve pulled together some draft paragraphs that you might find useful - they should help you to write client reports or suitability letters. If you’ve got any suggestions around how we can support you further in this area, just get in touch. We’d love to hear from you.
Please remember that while the paragraphs are factually correct, responsibility for their use lies with you as an adviser - Healthy Investment can’t take responsibility for the production or content of client suitability reports.
Working in Partnership
Over the years we’ve often worked with financial advisers to find opportunities to raise awareness of Tax Exempt Savings Plans, Investment Bonds and ISAs. We can provide a newsletter article or quote - if you’re interested in how we can help you, just ask.
We’ve also worked with financial advisers to create (and even staff) exhibition stands for specific target markets. Whatever your idea, just get in touch and we’ll be happy to discuss how we can work together to generate new business.