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Relationships with
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In creating RichardAllenInvest, a major strength is the ability to assist client IFAs in communications with external investment providers.
In this, RichardAllenInvest is able to offer increased access to investment houses, their fund managers and consultants through not only the greater weight allowed by working with a pool of IFAs but also the quality and range of RichardAllenInvest's existing network of contacts.
Therefore, RichardAllenInvest is, if required, able to speak directly to investment houses on behalf of the IFA, further reducing the IFA’s workload.
That said, RichardAllenInvest appreciates that it is imperative not to jeopardise or disrupt the IFA’s existing relationships but aims to strengthen them.
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