Why it works

 Direct benefits of working with this model include: 

A fully functioning, financial services company, providing the highest standards of bespoke advice for clients without any of the administrative, compliance, time and cost constraints normally associated with this area of business 

A share of the profits of the joint venture would belong to the Partner firm. This enables you to benefit from LJ's growth and experience, with minimal financial cost and without putting any strains on resources, either through extra personnel or in terms of extra time burden on existing personnel 

You would have an equity stake in the business 

The model avoids ‘giving the client away' to a third party IFA 

With LJ as partner, the joint venture will be able to provide a full range of financial advice in-house, not restricted to the usual pensions, investments, savings, mortgages, etc. You will also be able to offer more complex advice such as occupational pension transfers, equity release, long-term care planning and alternative investments. The JV will also have the necessary authorisation to advise clients overseas, providing unlimited scope of business and maximising service to clients 

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