Ian Jarvis, managing director of Prestatyn-based Bateman Jarvis, reveals how he transformed his business in time for the biggest change to financial services in a decade
We started our Retail Distribution Journey (RDR) journey in April 2008; the financial crisis had hit, markets were having a torrid time and we were dealing with many queries from clients regarding their investments and pensions. Although each client had their own concerns, on further questioning we realised they wanted more information, more frequently and, as a small firm, we needed to find an efficient way to deliver this to a broad range of clients. I then had discussions with a sample of our clients, covering all the types on our books. The responses confirmed that, irrespective o...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
