IFA

IFA

If you are an IFA we welcome you to work with us, you remain independent and we can help you offer more to your client which in turn enhances their returns and helps you retain clients longer.

 

Operate your business your way, exactly as you do now and just use our platform services and fund selections as required.
 
There is no requirement to sell proprietary products offered through us, we value your own skills to assess the needs of your clients and offer them whatever investment product best serves their needs and goals.
 
Your clients will recognise the brands and systems we use, and they'll associate you with this quality.
 
When you join us, you will be given a unique adviser login where you can administer your clients, here you can review all policy holders and manage as required.
 
Expand your business with Oyster Bay, Contact us today!