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

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

'Investing is not just a technical exercise; it’s an emotional one'

Kate Rainbow
clock 03 August 2026 • 4 min read
The Platforms Association acquires the UK Platform Awards

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

Isabel Baxter
clock 30 July 2026 • 2 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

Sophia Panayi
clock 30 July 2026 • 3 min read