Partnership

We recognise that building a strong working relationship with your practice is key to our business. As a busy IFA, you know how time-consuming it can be to manage your clients’ investment portfolios. In today’s fast-changing marketplace it has become a full-time job on its own, yet it is just one of the many demands on your time. You can delegate the regulatory and administrative burden of your clients’ portfolios to Albert E Sharp. We will include you in all client correspondence and meetings. You will oversee our investment policy on behalf of your clients and keep us updated on their circumstances. Clients’ portfolios are looked after on a day-to-day basis and managed strategically in partnership with us, offering your clients the best of both worlds.