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ISM Solutions
We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company. Once we've understood your aims, aspirations and concerns, ISM Solutions can help you make your money work for you.Your Financial planning meeting will be held in our prestigious offices.Your adviser is not renumerated by commission. All our advisers are employed by the firm and are salaried, ensuring you receive true independent advice.Visit our site at:www.ismfinancialsolutions.co.uk
We provide services to Independant Financial Advisers who want to be able to focus on client facing activities without the burden of compliance and administatrion issues. Our service is completely bespoke and can include: Compliance checksAplication submition and managing of Pipeline businessParaplanning and report writtingGo to our services page for a full listing of our services.
The Wealth Management Service is designed for clients who appreciate the financial benefit of having a team of experienced advisers actively managing their financial affairs. This service is continuously ensuring that the wealth created so far, and future financial objectives, are invested and managed in the most effective way.All your manageable assets, from cash in the bank to stock portfolios, will be managed in an integrated method using the latest technology to re-align the investments within the asset class model established for you.Products within the portfolio are often considered for their ability to access the marketplace using the most tax efficient means.As our client we will keep you aware of current tax and fiscal rules as well as any impending changes. Using tax breaks to the maximum, as well as protecting against negative rule changes ensures that you enjoy the benefit of your profits.A high level of service is instrumental in achieving good returns. Much of this work will be unseen by our clients, as our role is to add value without adding demands on clients time.Visit our site at:www.ismwealthmanagement.co.uk
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ABOUT US
OUR MANAGEMENT
OUR OFFICES
OUR TEAM
Our Management team has over 25 years of experience in the Financial Services industry.The experience ranges from building a client box to recruiting a large team of advisers to developing a successfull IFA business.We have experince in all aspects of running a business including the adoption of initiatiaves such as TCF and RDR.
We have created a team of indiduals covering all aspects of a Financial Services business.Our client account administrators are able to work on the most complex client files. Our Branch administrators are competent in all matters relating to the running of an IFA practice including fee and commission administration.Our paraplanners are able to prepared complex multi product recommendation reports.Our compliance team can check quality of advice and ensure that all your compliance requirements are taken care of.
We are based in the City of London. Our offices are modern and offer an excellent professional enviroment to conduct client meetings.Our offices can be used by you as an alternate location giving you access to a City address and meeting rooms to conduct business with your city clients.
SERVICES
BUSINESS CONSULTING
BUSINESS PLANS
SERVICE PLANS
Our experience developing a 'New Model' business will be invaluable to the Independant Financial Adviser looking to transition his business into the requirements of RDR.
We can help with the devepment of business plans to help you grow your business.If you are presently a small business looking to develop and grow your proposition our expertice with facilitate this proccess.
We are able to advice on the following key areas:Implementation of a fee propositionSelection and operation of a wrap platformImplementation of a back office systemCompliance with RDR requirementsGrowth and development of your businessRecruitmentOur services will be bespoke to your needs and will be developed for you. Whether you are simply looking for someone to answer your phone or the use of our City offices to see your clients. Looking for simple administration assistance or the use of our business development expertise.Get in touch and arrange a meeting.
ISM Solutions is the trading name of Greensnow Ltd. Greensnow Ltd is authorised and regulated by the Financial Services Authority. Under reference 458226. This site is intended for UK investors only
