There are a number of outstanding reasons why 2020 Wealth Management and Positive Solutions are right for your practice:

1. They can alleviate virtually all regulatory responsibilities, including commission disclosure.

2. They will assist in business development with local contacts.

3. You retain complete client control and ownership.

4. You get access to standardised procedures used by other accountancy firms across the U.K.

5. You get an ‘all encompassing’ range of products and services.

Key Benefits include:

• Positive Solutions can second an adviser to your firm for an agreed amount of time per week/fortnight.

• The proposed structure alleviates you from virtually all regulatory responsibilities, including commission disclosure.

• An advisor who can spend the requisite amount of time on developing the connection with you, and spend time with partners and managers.

• Positive Solutions will assist in business development with local contacts such as solicitors who may route their work through such a vehicle and may be interested in feeding work through an accountancy contact.

• You retain complete client control and ownership, although Positive Solutions would have a regulatory responsibility to service your clients in a financial services capacity.

• Marketing support / E-Mail bulletins on ‘issues of the day’ from Positive Solutions.

• Opportunity spotting’ / ‘Needs Analysis’ training from Positive Solutions.

• Standardised procedures used by other accountancy firms across the U.K.

• An ‘all encompassing’ range of products and services.

• Access to other Positive Solutions departments, such as Research , I.T. and Marketing. 

• Full Lines of communication, including copy recommendations, if required.

In order for us to provide the best possible proposition for 2020 Member firms, we are requesting that you download and complete a simple one page questionnaire.