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Lee Fisher: Why we decided to outsource our investment proposition

'Spent 18 months agonising'

Lee Fisher: Why we decided to outsource our investment proposition
  • Lee Fisher
  • 23 November 2020
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Chartered financial planner Lee Fisher runs through the reasons why his firm chose to outsource its investment proposition to a DFM, weighing up the choices that had to be made and the efficiencies gained...

The decision to outsource your investment proposition is a huge one and was something our firm spent eighteen months agonising over. Many IFAs have been running in-house, risk-rated advisory model portfolios...

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