Personal Touch Financial Services has named the platforms, providers and panels that it has selected for use in its consumer-led wealth management strategy.
It said the selection was made on the basis of several different factors including financial strength, based on AKG ratings and demographic fit.
All chosen firms meet strict treating customers fairly criteria which included cost transparency, technology efficiencies and the ability to provide ongoing training and support for members together with value to their clients, it added.
Here are the companies on the list:
Platforms: Aviva, AXA Elevate, FundsNetwork, Skandia
Discretionary Fund Managers: Brewin Dolphin, Brooks Macdonald, Close Brothers, Quilter Cheviot
Annuities: Aviva, Canada Life, Just Retirement, Legal & General, LV=, MGM Advantage, Partnership, Prudential
Specialist SIPP: James Hay, SIPP Centre, Suffolk Life
Structured Products: Investec, Legal & General, Morgan Stanley
David Carrington, marketing director of Personal Touch, said: "Our new wealth proposition is aimed at bringing together the very best providers in each wealth sector to support the delivery of high quality advice and value for money services for our member firms and their clients.
"Our advisers also have access to a range of model portfolios and active and passive fund ranges through our link with fund experts, Rayner Spencer Mills.
"In designing our new proposition we worked closely with research specialists Defaqto in putting together a range of panels which will help reduce due diligence time and allow our members to control risk within their businesses, whilst improving client outcomes through improved terms".
The new strategy was revealed to Personal Touch member firms at a one-day wealth management conference today.
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