Whitechurch Securities is set to offer financial advisers wanting to leave the profession "a straightforward exit option" to acquire their client banks, by way of its new partnership programme.
Through the programme, the discretionary fund manager (DFM) said, advisers can become appointed representatives of the firm or form "strategic alliances". Whitechurch added it could offer IFAs "segregated mandates based on advisers' clearly defined parameters" and additional resources, such as paraplanning, research and compliance assistance. Whitechurch cuts management fees on model portfolios The Bristol-based firm used to own a network of around 180 advisers but sold it to The Online-Partnership Group back in 2012. The 600-strong adviser network, now owned by The Online-Partners...
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