Benefits for professional advisers.

At Thesis, we have many years experience working in partnership with financial planners, tax advisers, lawyers and other professionals providing comprehensive financial advice.

In fact, the majority of our clients are referred to us by other professional advisers. The reason for this is that we enable you to focus on your core business and enhance your client relationships by helping you provide comprehensive and strategic financial solutions through tailored, discretionary investment management.

Our joined-up approach will add value for yourselves and your clients without exposing your own business to the ongoing compliance risks and challenges of active investment management.

Supporting your business
Of course, we work hard to support partners and referrers. You can access your clients’ portfolio valuations and monthly management information online.

We also work together with many of our partners, building specific plans so that we can jointly generate new opportunities and enhance the service to your clients.