Providing financial guidance to your clients has always been a demanding and highly complex role.

Now, more than ever, the burden of responsibility across the many facets of our profession appears to be increasing exponentially. On top of these requirements, you now have to contend with the focus on fees that the Retail Distribution Review will inevitably bring and the most uncertain investment conditions that most of us have ever experienced.
 
Against this backdrop we are able to offer you a service that ensures your clients receive high quality portfolio management, whilst ensuring that you remain in complete control of their affairs.

assetfirst provides strategic and tactical advice on cost effective portfolio management to Independent Financial Advisers. Our guided architecture service is based around the use of Exchange Traded Funds (ETF) and Index Tracking unit trusts enabling you to keep investment costs to a minimum. In most cases, our unique charging structure will allow you to adopt RDR compliant remuneration structures whilst reducing the overall fees paid by your client.