| To further understand how our
clients are using Intelligent Office we have included some
case studies. Whilst every client is different, Intelligent
Office users cover the full spectrum of advisory organisations
so we are confident that one of these will be similar to your
circumstances.
Foster Denovo
Foster Denovo began trading in November 2005 and seeks
to provide advice on personal finance to mass affluent
and high net worth clients exclusively through its advisers,
referred to as Partners.
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SIFA
SIFA/ sIFAc, the support group and trade association
for some 500 solicitor and accountancy IFAs, has long
taken the view that the FSA regime requires a new approach
to compliance.
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threesixty
threesixty is the fastest growing quality support provider
in the Financial Advisory market with 250 member firms
representing over 1,200 advisers throughout the country.
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In Focus
In Focus Asset Management is a regional IFA with 7
advisers and has grown rapidly in the last year. The
major reason for the increase in advisers working with
the company is due to the services offered to both advisers
and their clients.
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M2
M2 Financial has been operating successfully since
2002 with 34 advisers spread across the UK. M2 has a
head office in Nottingham with other main offices in
London and Cambridge. M2 is looking to grow its adviser
base both through acquisition and organically.
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Principality
Principality is Wales's largest building society and
the UK's twelfth largest, with more than 420,000 members
and utilises a network of 51 branches located across
Wales and its Borders.
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