Get ready to #LeaveYourMark
As Investment Proposition Manager for the ASHL Group, I work with the independent advisory firms from both Sense Network and Lyncombe Consultants, providing best practice tips and assisting them in structuring their advice propositions.
This Advice Proposition Hub is designed to:
- Help you understand why a well documented investment and retirement proposition is beneficial to your firm and clients
- Illustrate the key features of an investment and retirement proposition
- Aid with the research to consider when constructing your advice proposition
This is just one area of expertise on offer to the ASHL community of advisers and to find out more about the wealth of business support available, please don't hesitate to get in touch.
James Smith
ACII FPFS IMC
Investment Proposition Manager
ASHL
