The Toolkit, which was launched this month, provides a suite of plug-and-play tools designed to help adviser firms transition their business to a recurring fee model, creating value in their businesses, ahead of RDR.
Based in Inverness, Investment Services Scotland Ltd is a firm of independent financial advisers offering a wide range of services to both private individuals as well as businesses throughout the UK, with nearly £100m under advice.
The Transition Toolkit will provide Investment Services Scotland Ltd access to neutrally branded tools including; a web-based attitude to risk, full client service programmes, whole of market investment solutions and an investment administration platform.
Towergate Financial CEO Ian Darby said, “We’re delighted to announce Investment Services Scotland Ltd as the first IFA firm to sign up to the Transition Toolkit. The Toolkit will help the firm make the smooth transition to an RDR ready model, whilst making implementation and servicing easier and adding to the level of service it provides to its clients.”
