Best Advice Panelling
Bespoke panels reflecting each clients requirements and business philosophy are constructed for many Whole of Market and Multi Tied distributors. We are able to provide panels for the full range of individual and group pensions, protection, lump sum investment and regular savings products. Recommendations are based primarily on our research into the investment processes which lie behind such products, coupled with our own analysis of product charges and features.
As panels are constructed using criteria set by the IFA, often with a strategic and commercial overlay, the output from this consultancy process is unique and reflects the requirements of the IFA, not OBSR.
OBSR has marketed this as a service rather than a product and has always been willing to offer comments and advice well beyond the strict scope of the panels. This has been another contributory factor to the successful build-up of our relationship with clients.
For information, please contact phil.lindsay@obsr.co.uk or info@obsr.co.uk