Here’s Tom Poynton, an Executive Director at Baron & Grant Investment Management Limited, on what his firm were looking for in a platform, and how they found the onboarding process.
Matthew Denne, an adviser from ad+ financial, shares what it was like working with his Business Development Manager (BDM), as they built up an understanding of his business and supported the firm during challenging times.
Richmond Wealth has been using the platform for a long time. Hear from Senior Partner Chris Bryans about what makes the difference to their firm.
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