Why in-house expertise beats outsourcing

Many firms outsource as they want access to specialist knowledge, while allowing advisers more time to focus on clients – in-house expertise provides just this, without the costly third-party fees.

Outsourcing can equip advisers with access to valuable resources and far more free time, but it also means an extra layer of cost which is often covered by the clients, whether they realise it or not.

Bringing this expertise in-house can significantly cut down the price of a service, advisers receive the latest investment insights and with dedicated administration teams, have far more time to focus on client’s needs.

By paying greater attention to the individual circumstances of each client, advisers are able to identify specific goals and objectives; clients have peace of mind that their money is being managed the way they want, as bespoke financial plans are constructed entirely in-house.

IFAs that incorporate in-house resources into their model are able to offer a truly seamless service; advisers have direct access to investment experts, both working with the best interests of the client in mind.

At AFH, we’re proud to have teams of experts at hand to provide our clients with the best possible service. Working alongside investment specialists, advisers can focus on building long-standing relationships and understanding exactly what clients need from their finances.

If you’re interested in learning more about our services, please visit Discretionary and Advisory services. If you have any questions and would like to talk to a member of our team, give us a call, or fill in a contact form below and we’ll be in touch.

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