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James SmithAug 25, 2022 11:30:36 AM< 1 min read

Advice Proposition Masterclass - Free to all subscribers

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. 

ACCESS THE FULL ADVICE PROPOSITION HUB

You can watch the introduction on this page, to give you a flavour of the full suite of videos available for free.

The full 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
James S Circle
James Smith
ACII FPFS IMC
Investment Proposition Manager
ASHL

 

 

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James Smith

As Investment Proposition Manager for the ASHL Group, I get to spend time with advisory firms providing best practice assistance in documenting their Investment and Retirement Propositions.