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...
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