Close supports smaller IFAs with Panacea link-up

clock

Close Asset Management has become a sponsor of PanaceaIFA.com in a bid to reach out to smaller IFAs and widen access to its discretionary investment services.

By linking up with PanaceaIFA.com the firm is looking to build closer relationships with smaller IFAs using the portal, which hosts an online community allowing non networked and directly regulated IFAs access to services usually available to larger players. "We are acutely aware of how smaller IFAs, particularly regionally based, have lacked support in the past and have been overlooked by larger providers," says Close head of wealth management Steven Mendel. "Panacea offers regional IFAs the support they need to make the best decisions for their customers and feel that working alongs...

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

Former Titan Wealth employee sentenced to community order for harassment

Former Titan Wealth employee sentenced to community order for harassment

Okunola handed 100 hours unpaid work and two-year restraining order

Sahar Nazir
clock 19 September 2025 • 1 min read
PA Awards 2026: Last chance to enter today!

PA Awards 2026: Last chance to enter today!

Celebrating the best in financial planning and advice

Professional Adviser
clock 19 September 2025 • 1 min read
Feel Good Friday: Quilter partners to help Armed Forces community become advisers

Feel Good Friday: Quilter partners to help Armed Forces community become advisers

Wealth manager partners with White Ensign Association and Forces Transition Group

Professional Adviser
clock 19 September 2025 • 1 min read