Our Restricted Advice Proposition
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Our restricted advice proposition is designed to meet wide-ranging client needs, and includes investments, pensions, protection, estate and retirement planning, mortgages and equity release – all readily accessible through secure online systems. It represents a new and exciting way of working that will help you take the next step to starting your own business, whilst delivering excellent client outcomes every time.
To us, restricted means carefully researched solutions combined with focused and attentive advice with solutions aligned to your clients’ objectives.
Our comprehensive proposition provides financial advisers with access to market-leading products and services and has been designed to enable you to help your clients successfully achieve their goals. This is supported by a well-defined, fully supported advice process and a suite of client literature, carrying your logo, with a focus on providing clarity for clients. Our provision of intuitive technology and tools, combined with administrative and paraplanning support, delivers a high-quality service proposition and further supports your partnership with us.
In today’s financial services market, we’re witnessing a growing demand from advisers for a proposition that’s up-to-date, contemporary in outlook and can be readily adopted by firms to fit a wide-range of client needs. We know that what advisers seek is a proposition that provides choice, quality and security, and is offered with high levels of support and guidance.
Our investment proposition is delivered 24/7 through a robust and secure platform portal that is easy to use, highly intuitive, cost effective for clients and benefitting from our considerable investment in research and development.
We believe the best way of delivering this is through a restricted advice proposition which provides high-quality solutions from market-leading providers and caters for a wide range of commonly encountered financial scenarios on which clients regularly seek advice.
To us, restricted means carefully researched solutions combined with focused and attentive advice with solutions aligned to your clients’ objectives. All the funds and providers we offer have been carefully assessed before being chosen for inclusion in our service. What’s more, the Tenet Restricted Advice proposition has been developed with the help and expertise of advisers who have extensively trialled the service, helping us hone our proposition so that it meets the needs of firms, both large and small.