Intermediary Financial Advisors (IFA) and Corporate Service Providers (CSP)
At Ramsey Crookall we have been providing investment management and financial planning services to both local and international firms of intermediaries for many years, and we have the experience to handle even the most complex of cases.
Intermediaries that recommend their clients to us do so in the knowledge that such referrals will be handled professionally and efficiently. Investment portfolios for private individuals, Companies, Trusts and Charities are constructed on an individually tailored basis, and unlike large investment houses, we do not push our own ‘in-house’ products.
We recognise that building a strong working relationship with you is the key to providing you with an excellent service. We believe that we have the skills and the experience in financial markets to help you offer another valuable service to your clients; be it simple share-dealing or more comprehensive portfolio management services.
As a trusted consultant to a number of IFAs, and CSPs we have, over the years, developed a reputation for competence, efficiency and, perhaps most importantly, integrity.
The trust and reputation that we have built up, will leave you with the peace of mind that not only will your clients receive the highest possible level of service, but that we also have rigorous internal systems in place to protect your relationship with your client.
Communication with the client will usually be through you, the intermediary, ensuring that you remain fully informed, and protecting your unique client relationship. As well as providing you with copies of all contract notes, valuations and reports, we are also able to provide online portfolio valuation access, ensuring that you can keep up with progress of your client’s portfolio’s in real-time.
Commission-sharing is available for certain services if required.