Clients can invest directly into a FinchTech investment portfolio with as little as £100, or invest into an ISA up to a maximum of £20,000 for the 2018/19 tax year. A SIPP will also be available later this year.
Are you an FCA regulated financial adviser in the UK that wants to know how FinchTech can help you service your dormant client back book and/or previously uneconomic clients? Get in touch now!
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