Financial planners.

Thesis investment management solutions, fee structures and remuneration packages for financial planners are fully tailored to suit your business model. We work in a completely open way, devising genuine options, with the ultimate aim of enhancing your own service offering delivering capital growth and income for the client.

If you wish to involve us directly in the client relationship, then we will always ensure that there is synergy and consistency with your own advice and planning solutions.

Alternatively, Thesis can provide white-labelled investment management, working discreetly and confidentially behind the scenes on your behalf. This enables you to maintain the face-to-face relationship, while benefiting from our specialist expertise.

We can provide this service for collective investment vehicles, and for discretionary investment management, where clients may have specific instructions on risk, or on ethical or green investments, for example.

The bottom line is to provide you and your clients with flexibility, choice, professionalism and accountability.

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