Referring business to us

We work with financial advisers, lawyers, accountants and tax advisers to provide their clients with investment management services. We have a solid history of working with other professionals on this basis, as Thesis itself was created by law firm Thomas Eggar in 1974 to offer investment services to its clients.

We aim to develop long term relationships with all our professional connections and business referrers, providing both bespoke investment solutions and model portfolios to support them.

Many financial advisers who recommend their clients to Thesis prefer to retain the responsibility for ascertaining their clients’ attitude to risk and making suitability recommendations. Others are happy for Thesis to manage the risk and suitability work. Either way, advisers choose how much of the clients’ relationship they want to manage, and we help them to deliver the most suitable investment solutions.

Other professionals refer clients who have a particular investment need, such as investing personal injury award monies to accommodate an ongoing need for income as well as drawdowns for periodic medical treatment. Clients approaching retirement may also want a more personal management service for their investments, moving the portfolio focus away from capital growth and towards income producing assets as the retirement date draws closer. Our bespoke portfolio management services can accommodate a variety of individual lifestyle needs.

To find out more about how Thesis can provide investment management services for your clients please contact your regional director; you can find their details here.

Read our working with financial planners brochure.