2020 Wealth Management is a partnership with Positive Solutions to provide 2020 Members with a range of Wealth Management services for clients.
Positive Solutions is owned by Aegon UK, part of global insurance giant Aegon Group. They have 1,700 IFA Partners and have won numerous awards for their unrivalled technology systems and sales processes.
Commenting on the strategic partnership, Jonathan Morley, Business Development Director of Positive Partnerships comments:
“We are delighted to be working with the 2020 Group and their Member firms, and we feel there is a tremendous opportunity for practices to capitalise on Wealth Management, whether by offering this as a new service or reviewing their existing arrangements.”
By working closely with Positive Solutions we can create an outstanding value added proposition for 2020 Members. Finding the right wealth management structure in a practice is essential and we believe we have found this in Positive Solutions. This is a tremendous opportunity for all 2020 Members to improve the range and choice of professional services offered to clients.
Positive Solutions have created a bespoke solution titled "Positive Partnerships". This incorporates a team trained specifically for the needs of accountants, whatever their size. They are now delivering an all-encompassing solution for accountants across a broad range of products and services, whilst supporting our accountancy partners with the provision of information, ideas and solutions for their valued clients.
All of the Positive Solutions advisers are trained on how to operate with accountancy firms. They understand "ethics”, “professionalism”, “faith and trust” are all key factors in running a successful practice. Each and every IFA that they place within an accountancy firm has been through a rigorous training session on how to integrate and work within an accountancy firm.
They have spent considerable time in understanding the needs of accountants and they are very well placed to deliver a profitable, ethical and professional financial planning solution to firms, with a service that is tailored to your individual needs.
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