“We have a great relationship with our clients, based on a clear understanding of what they want their money to do for them. We have developed a robust and clear approach to risk, so clients understand the level of risk they face and why.
The problem previously has been how to translate this into an investment strategy which clients can understand, whilst reducing the risk to our company. CleverAdviser has proved hugely popular with our clients. It is simple to explain and they really appreciate our ability to actively review their investments on a monthly basis.
Not having to worry about fund selection also leaves more time to concentrate on the areas where we can add value – helping clients live the lives they really want.”
Ian Kemp, Director – D J Lawrence & Associates – 23rd January 2012