SVS Preferred Partner Scheme
SVS Preferred Partner Scheme provides IFAs with access to new clients, a new service proposition, an online trading platform and full marketing support.
This is a new and dynamic opportunity for IFAs; working together we can offer a wide range of investment and financial services to the 240,000 investor database we have built over the past 8 years. We offer the share dealing and trading services, you offer the generic IFA service, including retirement planning, tax, trust and other specialist services.
You will look after the clients in your region with our full support and back up.
"I believe this is a unique and outstanding opportunity to work with a significant number of new investment clients in our region. The principle of putting our Financial Planning services alongside the SVS service will provide a dynamic offering. This is the most progressive partner agreement I have seen".
Craig Palfrey; Penguin Wealth, Cardiff.
The benefits of the SVS Preferred Partners scheme include:
- Providing you with an exclusive access to a database of investors in your area
- Full dedicated marketing support
- Access to a wide range of client services such as: Precious metals trading, online share dealing, FX, CFDs and much more
- You will get to keep all the income you generate through your IFA service proposition
Register your interest to gain access to our Preferred Partner Guide and Frequently Asked Questions.
