Towergate Financial has announced Investment Services Scotland as the first IFA firm to sign up to its new Transition Toolkit.
The toolkit, launched this month, provides a set of "plug-and-play" tools designed to help adviser firms transition their business to a recurring fee model. As part of the link-up with Towergate, Investment Services Scotland will have access to neutrally branded tools including a web-based attitude to risk, whole of market investment solutions and an investment administration platform. "We are delighted to announce Investment Services Scotland Ltd as the first IFA firm to sign up to the Transition Toolkit," says Towergate CEO Ian Darby. "The Toolkit will help the firm make the smoo...
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