Current Investment Offers get in touch020 7947 4313

Adviser Consultancy Service

Too busy to review every investment opportunity either direct or from Product Providers? Or looking for a resource that provides more than just third-party reviews?

Whether you are authorised to advise on tax efficient investments or instead identify tax implications and transact on an execution-only basis, we hear only too often the grievances from Advisers of having to wade through the sheer volume of emails & subsequent meetings from Investment Managers, undertaking extensive DD & identifying the best options for your clients.

Stringent selection criteria
We work with a number of Advisers who have approved our due diligence and selection processes, and have instructed us to provide them with a shortlisted variety of opportunities which match their criteria.  

Whilst of course we hope to satisfy these requirements from products from within our own client base, quite often our advisers' also task us to provide a synopsis on opportunities outside of our client suite of investments, which may be either bespoke or from mainstream providers.

Maintaining client relationships
Investment Managers choose to appoint City Alliance because of our relationship with Advisers.  Whilst it is Fund Managers who attribute to our main source of revenue, it is our relationships with Advisers which remains at the forefront of what we do.  If Advisers don't trust us, we aren't able to provide the fundraising services which are we paid to provide. 

A refreshingly independent perspective and unique market insight
As a result, we undertake thorough product comparisons in the market and by working alongside a number of consultants from accountancy, analyst, fundraising, legal and marketing backgrounds, City Alliance is able to offer Advisers a unique perspective on the market place which extends beyond just third party reviews.

Our monthly consultancy service is offered to Financial Advisers & Wealth Managers active within Alternative Tax Efficient markets.

This service is considered particularly useful to those active in the EIS and SEIS space.  As these schemes are unquoted, it is often difficult to obtain reliable information, given that information is rarely not available in the public domain, unlike VCTs for example.

For a reasonable monthly fee, City Alliance's consultancy service provides you with an informed resource offering:   

• Competitor Analysis 
• Market Appraisals & Insight
• Product Evaluation
• Industry & Regulatory Reviews

We are very proud of the combined experience and depth of knowledge of our team and are confident that your firm will also derive benefit.

For further information please contact us on 020 3667 1800 or email us at enquiries@cityalliance.co.uk.

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