As a Financial Broker you need to assess your clients’ needs, build a suitable solution and consult with them to ensure they understand what is being put in place now to meet their future financial needs. Whether your client is new to investing or is an existing client, Friends First has developed a range of tools to support you as you guide your client along each stage of their investment journey, all accessible from one convenient location on our website. It’s as easy as ABC!
When you are assessing the appropriate levels of risk your client is prepared to accept when making an investment decision our Investment Suitability Tool may help. This tool aims to help your client understand how an investment matched to this level of risk might behave by helping them visualise the return profile of an investment.
Whether your clients are adventurous with their finances or prefer to play it safe, there is a range of funds to suit each investor. Your client can choose from recommended funds based on their risk level or create a brand new portfolio.
Use our Portfolio Builder Tool to help your client select funds and build a bespoke portfolio that matches your client’s appetite for risk.
Once you have chosen the funds appropriate to your client’s investment objectives, you may want to take a closer look at individual funds in the portfolio. You can do this by visiting our fund centre which has a detailed factsheet for each fund in our range.
Rebalance your client’s portfolio to adjust its risk rating.
At each step of the way you can produce customised reports with tailored recommendations for your clients. The PDF reports also give you the option to include additional information on products the client has shown interest in and can be downloaded and printed to share and discuss the information with ease.