How do advisory businesses build long term sale value from non-serviced clients?

by | Dec 11, 2023

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Recent developments in UK financial regulation have without doubt caused issues and challenges for advisors and clients alike.  

With the introduction of Consumer Duty, issues such as financial illiteracy, inequality, decreasing social mobility and the savings gap have all been thrust into the limelight with a general acceptance that something has to change.  

Andrew Smith and a team of ex-financial advisors have come up with a solution. MoneySavvy offers a digital solution for those with less complex needs. It delivers improved customer outcomes, removes historic advice risk for the adviser, and shares the fee income with the introducing adviser.  

 
 

MoneySavvy’s low, immediately recovered, customer acquisition costs, combined with stable recurring fee income ensures that everyone involved wins. If you would like to see how you can become part of and benefit from MoneySavvy, or would like to continue to learn more, please Click here.

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