Paul de Raney IMC, Director, P W
White & Partners Limited
4 RI firm based in Amersham, Buckinghamshire with ca £100m under
management.
"We have clients with a broad range of financial needs and have
used different platforms accordingly. When looking to the future it
became clear to us that when delivering full financial advice the
RDR will have a clear impact. We needed to be able to offer the
full range of investment options and have the real benefits of
speed, efficiency and flexibility that a modern wrap platform can
bring. We looked at the different options but I'd boil it down to
three key points with Novia:
- The management team there have vast experience to not
only deliver a solution now but importantly, to have a clear vision
of how an advisory business is likely to evolve. Therefore we see
Novia acting as a process partner rather than a product
provider;
- their technology is scalable so as we grow, there is no
need for Novia to grow human intervention in their own processes.
They won't become victims of their own success;
- and the reassurance that delivering a market leading wrap
is the sole focus for their business.
Yes, pleased to recommend them."
For further information on P W White & Partners Limited
please see visit
www.pwwpl.com
