How the best advisory firms structure their CIP

How the best advisory firms structure their CIP

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Who are Clever?

Some people hail the wisdom of the crowd. We’ve spent 16 years doing exactly the opposite.

CleverAdviser specialises in creating investment technology solutions for the IFA community through the application of new technology.

The management team is led by Colum Wilde, a practising IFA and Director with Helm Godfrey, Chester. Colum’s day-to-day business as an IFA ensures that we always approach our proposition from the perspective of the IFA and their clients.

Supporting Colum in the management team is a professional group of individuals who are all highly successful in their own field and bring many years of business experience to this exciting new proposition.

CleverAdviser is an independent company, backed by shareholders and led by an independent financial adviser, marketing its solutions to the independent adviser community. We are, therefore, closely aligned to your business and understand the challenges facing IFAs today.

CleverAdviser has created an innovative solution which allows IFAs to actively monitor and switch funds for clients within a visible, repeatable and profitable process which can improve the overall client experience whilst creating a healthier business model for you.

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