Axa-owned advisory business Bluefin Wealth Management has identified some 190,000 ‘legacy' customers following a marked drop in adviser numbers, and will begin re-engaging with them ahead of the RDR.
The company formed from the business previously known as Thinc has moved from having 800 advisers three years ago to 32 highly-qualified planners following a restructure. Due to the drop in numbers, the company has identified thousands of what it calls ‘heritage' customers - those who are on its books but now have little regular contact with the company. It is in the process of building a proposition which will cater for those clients who wish to continue to have limited contact. It also hopes to identify those who may wish to engage with the wealth management team more regularly. ...
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