IFA

Work with the best

In 2006, we decided to go back to basics with a blank sheet of paper and asked ourselves, “What would the ideal IFA practice look like?” Since then, we’ve striven to create a practice that empowers advisers to concentrate on the essential business of looking after their clients, providing them with the most comprehensive range of services available.

As a chartered firm, we have a wealth of qualifications meaning that there is no area of advice that cannot be given to clients in-house, including considerations such as final salary transfers. In addition the firm has opted into MiFid so we are able to advise clients who retire abroad (even in such colourful places as Bratislava). Two of our Directors are amongst only a handful of financial advisers who are qualified in Investment Portfolio Management, with both holding the Certificate in Investment Management.

Through extensive investment in technology and by having the support of a committed and growing administration team, as an adviser you’ll find that compliance and much of your time consuming paperwork is taken care of, freeing you to do the most important and enjoyable part of your role – looking after your clients.

Being chartered, we have always believed that providing advisers with easy access to comprehensive and ongoing training is paramount in today’s ever-changing world. In addition to regular company meetings keeping you abreast of the latest developments in the marketplace, we also have our own in-house academy. This is where we run specific training programmes on the various CII subjects to help you achieve success in CII examinations and ultimately progress to individual Chartered Status.

Becoming part of LJ will help you grow your business by providing your clients with the best and widest range of services available.