Problem solving: How Tatton makes adviser business partners

‘We were built specifically to solve problems that advisers have’

Isabel Baxter
clock • 3 min read

Tatton Investment Management builds a deep relationship with advisers where they become business partners rather than just introducers, chief commercial officer Justine Randall says.

Unlike a lot of other model portfolio or investment businesses, Tatton was built to serve the needs of advisers, according to Randall. "We were built specifically to solve problems that advisers had, so starting with the adviser at the heart was the key," she explained. Randall said that Tatton was aware that advisers it knew had a problem in terms of how to manage investments and doing it efficiently in a cost-effective way. She said: "To enable them to unlock their service to enable themselves to focus on planning, they had to realise that running investments wasn't their forte. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Former LGIM CEO Michelle Scrimgeour recognised in King's Birthday Honours

Former LGIM CEO Michelle Scrimgeour recognised in King's Birthday Honours

The honours mark the contributions and service of people across the UK

Jonathan Stapleton
clock 16 June 2025 • 1 min read
Women in Financial Advice Awards 2025: Complete your entries!

Women in Financial Advice Awards 2025: Complete your entries!

Entry period closes on 20 June

Professional Adviser
clock 16 June 2025 • 1 min read
Crossing Point joins Mabel Insights platform to offer advisers 'trend-following decumulation strategy'

Crossing Point joins Mabel Insights platform to offer advisers 'trend-following decumulation strategy'

Partnership aims to boost transparency and choice for advisers navigating crowded MPS market

Sahar Nazir
clock 16 June 2025 • 1 min read