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CHAMBERS PARTNERSHIP IFA OFFERING
The Chambers Partnership (Chambers) is confident that it has a robust compliance model and offers a comprehensive support service in other areas, one that would be attractive to experienced financial advisers. This document sets out what services Chambers can offer to anyone who decides to join as an IFA.
At Chambers Partnership Ltd we are a premier financial services organisation that delivers a trusted and professional business model to our IFA Partners and through them to our clients. We do this ensuring full compliance with regulatory and best practice standards through a team of well-motivated and well-trained staff supporting our team of highly valued Independent Financial Advisers.
Chambers Partnership will be differentiated from competitors in the market place by how we retain advisers, involve our colleagues in the business and the quality of the management team.
Chairman: C F McKeown BSc
Financial Director: Paul Robinson FCA
Chief Operating Officer: Marjolaine Quirke MBA
Executive Sales Director: Toni Franchitti
Non – Executive Director: Martin Tuckwell (ex PIA and FSA)
Compliance Administrator: Martin Saxon
A full profile of the team can be viewed on our website – www.chamberspartnership.co.uk
Directors receive no remuneration from the business preferring to take dividends [when payable] demonstrating their commitment and believe in our model and preferring to re-invest in the business. Other than our in -house compliance administrator Chambers outsource all our operations hence our ability to discount our fees to our IFA Partners [see below]
Regular Performance Reviews:
Formal performance review interviews to take place every six months. Will include discussion of all Key Performance Indicators as well as CPD and any other issues of concern for either Chambers or the adviser.
Revised Training & Development Plan drawn up by Chambers and the adviser together at each performance review
We will offer a discount compared to our competitors in the regions of 15% to 20%
We will provide a mentoring programme for all advisers, pay exam fees and you will have access to a wide range of distance learning tools, however, it is our “learning with colleagues programme” that sets us apart from the rest
Comprehensive management information provided via the True Potential system. Key Performance Indicators alerted to you by the system on a daily basis. Includes data on:
Technical support available from the Chambers office:
Electronically held policy information:
Other features of True Potential:
Access to electronic fact-find, Attitude To Risk Assessment Sheet and Suitability Report Generator