Advisers are looking for a solution to unprofitable or orphaned clients, are you?

Developments in UK financial regulation have created an Advice Gap

In recent years, changes in regulation have meant that many financial advisers have had to say “goodbye” to clients who have had simple needs from the beginning, had modest amounts of money invested and the charging of ongoing fees were deemed ‘inappropriate’.

Advisers are often unable to provide a profitable service to customers with modest assets, while 13 million clients can no longer access affordable financial advice.

Through no fault, this meant many clients were left ‘orphaned’, without access to any financial advice. Or worse, these clients may be locked-in with dated, expensive products…

These clients had become friends and supporters of your business. They are people who deserve better.

That’s why MoneySavvy was founded, to offer UK based financial advisers the opportunity to re-engage with orphaned clients who need to plan their finances digitally.

MoneySavvy provides an affordable digital solution to the Advice Gap. It delivers improved customer outcomes, removes historic advice risk for the adviser, and shares the fee income with the introducing adviser.

If you would like to see how you can become part of and benefit from MoneySavvy, or for more information please CLICK HERE.