Verbatim Asset Management, the investment arm of the SimplyBiz Group, is delighted to be the partner of choice, to provide its robust, repeatable and independent investment process to Sandringham Financial Partners.
Verbatim offers an end to end investment process, which keeps the Adviser in control of the advice process at all times. The Adviser is given all the tools and resources to identify their clients’ goals and objectives, with a view to promoting suitability, when developing and implementing their clients’ financial plan.
Neil Stevens, Managing Director of Verbatim Asset Management, comments, “Over 1,700 Adviser Firms are already reaping the benefits of the Verbatim investment process. Since Verbatim was launched the FSA have consistently focussed on the importance of establishing a client’s willingness and ability to take risk, which Verbatim incorporated as a core foundation of the investment process over three years ago. We then build the voice of the client at the heart of our solutions so the Investment Mandate describes the clients’ objectives and the fund manager is working for the adviser.
“By partnering with Sandringham, more Advisers and clients will benefit from this ethos of a client centred investment approach.”
In addition to the investment process, Verbatim have three years experience in offering collective investments with the IM Verbatim Portfolio funds, outperforming the IMA sectors, through steady and positive performance. In 2012 Verbatim launched their unique Discretionary service, designed to make Discretionary management more accessible and client focussed than ever before.