Verbatim was launched in 2010 to answer the issues raised by the regulator, the Financial Conduct Authority (then the Financial Services Authority) in the Retail Distribution Review (RDR). It was clear that there was a need to provide assistance to financial advisers around documenting their processes and providing a suitable service to meet the needs of their clients.

It was important that Verbatim was able to provide an independent process for advisers that was fully compliant and provided a wide range of investment solutions. We worked with carefully selected partners in order to provide the best solution we can for advisers to determine their clients risk level and capacity for loss.

Not only do we provide the Dynamic Planner tool (through our partner Distribution Technology) free of charge to all advisers taking regulatory services from the SimplyBiz Group, but we have integrated a range of partner platforms into the system so that advisers can place business easily and efficiently.

We not only provide the tools advisers need, but we have a wide range of funds available: our own active FP Verbatim portfolio funds, our passive Total Clarity funds, as well as a full range of funds from partners, which match to the asset allocations set out by our investment process.

We continue to develop and enhance our solutions to meet adviser needs and this year we have launched a Volatility Matched Investment service and we continue to improve our unique Discretionary Management Service so advisers have a full choice of solutions - no matter what their individual Investment Philosophies.

To find out more, visit www.verbatimassetmanagement.co.uk