Company News

Three advantages IFAs have over robo-advisors

12th April 2018

IFAs don’t just have a place in the new world of low-cost, high-volume financial advice: they have several distinct advantages.

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IFAs fight back!

14th March 2018

If you’re an IFA, the rise of robo-advisers isn’t just a problem; it’s an existential threat. There’s a major gap in the post-RDR market for low-cost financial advice, and automated platforms have rushed to fill it.

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Don't let your clients lose their ISA allowance

5th March 2018

April 5th is fast approaching... beat the deadline!

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FinchTech off to a flying start!

18th January 2018

We are delighted to inform you that our non-advised digital investment management service, FinchTech Ltd, has launched! The plug-and-play white-labelled solution is one of the first of its kind and presents an opportunity to re-engage dormant clients potentially lost to the Retail Distribution Review (RDR), while simultaneously enabling IFAs to compete with the growing threat of low cost robo advice.

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TAM's Double Award Win!

6th November 2017

Delighted to have been named 'Best in Ethical & Sustainable Investment Opportunities - UK' and 'Full-Service Portfolio Manager of the Year' at the Wealth and Finance Magazine 2017 Finance Awards. Congratulations to all this year's winners!

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