Professional Intermediaries

Our services are available to Independent Financial Advisers, Accountants, Tax Advisers, legal and other professionals. Our network of fully regulated advisers will ensure the compliance, regulation and all suitable products are fully researched for your clients.

From UK pension report writing including Defined Benefit pension transfer analysis (TVAS) reports to Overseas Pensions (QROPS/QNUPS/Lifestyle Annuities), International Investments, Offshore Life Company Bonds and Financial/Tax Planning, Strategic Wealth and its partners can offer you financial service consultations for most jurisdictions.

Whether you’re an IFA looking for assistance with an enquiry from an expat client, or if you have a number of UK non-resident clients and no longer hold a MiFID Passport, we can help.

If you are going to remain independent post-RDR and need support and training with a range of international and offshore products, then we can offer support, guidance and mentoring in the following areas:

  • Qualifying Recognised Overseas Pension Schemes (QROPS)
  • Qualifying Non UK Pension Schemes (QNUPS)
  • International Lifestyle Annuities
  • International Life Company Bonds
  • International Retirement Plans
  • International Savings Plans

Our business partners can also assist your clients with strategic tax mitigation, inheritance tax planning and offshore trust and company formation.

As a Our UK IFA partner is a MiFID Passport holder therefore we have access to European markets and can help with cross border marketing offering advice and solutions to clients globally. To find out if we can help your clients, please contact us on 00 350 200 65370.

For advisers that will opt for limited or restricted advice post RDR, we can also help. No one likes to turn a client away and we know that you can’t fit a square peg in a round hole, so there is no point trying to make an unsuitable product fit a client’s needs when you know the right solutions falls outside your permissions. By referring a client to us on commercial terms, they will benefit from whole of market advice  whilst you will retain control of the relationship with your client. We and our professional partners will consult you at every step of the way, offering you complete peace of mind. All compliance is dealt with by us, we have the responsibility for the suitability of the advice and we work on a fee and/or commission basis.

We also offer an agency transfer service. We all know that remaining profitable and meeting the increasing cost of compliance is difficult, especially for the small business owner and in particular, sole trader IFAs. Recent research has indicated that as much as 60% of income generated by a sole trader IFA will be spent on outsourced compliance, professional indemnity and other licence/regulatory fees. IFAs are facing the challenge of working harder, for longer and for less income.  We work with advisers to put a suitable plan together either as an exit strategy for their business if they are looking to phase retirement, or to retain an income from their business whilst transferring the day to day responsibilities for advice and compliance to us.

Just like your clients’ needs, we know that all professional intermediaries’ requirements and objectives are different, so we don’t have a one-size-fits-all solution. Instead, we take the time required to find out exactly what you need to achieve and work together to provide the best solution for your clients. We promise to never cross-sell to clients introduced to our firm, unless previously agreed.

Please view our Service Charter and our IFA proposition or Contact us today on 00 350 200 65370 and see how Strategic Wealth Limited can assist your business.

Contact Strategic Wealth Limited.

Call now on 00 350 200 65370 or complete the form below and we can discuss how we can help with financial/tax planning for you and your chosen beneficiaries?