Monmouthshire IFA will provide portfolios covering a variety of risk profiles through a range of different tax wrappers, including ISAs and pensions. The investment research capabilities of Old Broad Street Research (OBSR) has been used to assist in the development and construction of the investment solutions which will be available through Elevate.
Elevate's ongoing business consultancy has been used alongside Monmouthshire IFA's existing business model to assist with the transition to a Retail Distribution Review (RDR) ready business. In addition to time and cost efficiencies for the business, Elevate also allows Monmouthshire IFA to enhance its client proposition and service.
David Thompson, managing director, wealth investments and distribution, AXA Wealth said:
"The partnership with Monmouthshire IFA further confirms the flexibility of the Elevate platform for quality IFAs who are committed to the RDR journey. Monmouthshire IFA has also taken advantage of our business consultancy services, which I know the team have found to be of immense value and benefit."
Richard Hill Managing Director, Monmouthshire IFA, says:
"Partnering with Elevate has allowed us to improve the quality of our investment and service propositions to clients."
Monmouthshire IFA will be launching a new investment proposition through the Elevate platform utilising a number of different investment strategies and solutions, tailored around different client needs.
