Positive Solutions eyes private bank link-ups

Scott Sinclair
clock

Positive Solutions is set to pair advisers with lawyers and accountants to give them access to more clients and says it may look to do the same with small private banks and foreign exchange dealers.

More than 250 advisers have signed up to the national IFA's Positive Partnerships scheme, which trains them to make the most of introducer arrangements. The company has signed deals with three large law and accountancy firms, including network giant 2020, to work with it as introducers, but CEO Jim Reeve says it will not be stopping there. Speaking exclusively to Professional Adviser (see this week's Adviser Focus, page 16), Reeve says: "The next stage is to look at similar areas such as small private banks that don't have a financial planning service and foreign exchange dealers whos...

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

Owning the 'why?': Verona Kenny reflects on six months at Aberdeen Adviser

Owning the 'why?': Verona Kenny reflects on six months at Aberdeen Adviser

'We need to be consistent. We need to get the basics right every single time'

Verona Kenny
clock 01 May 2025 • 4 min read
Fairstone refines buyout terms to focus on high-growth potential IFAs

Fairstone refines buyout terms to focus on high-growth potential IFAs

Updated DBO model to ‘support increased valuations’

Jenna Brown
clock 30 April 2025 • 2 min read
L&G drops fracture cover in critical illness and income protection overhaul

L&G drops fracture cover in critical illness and income protection overhaul

Increased pay out amounts

Jaskeet Briah
clock 29 April 2025 • 3 min read