OUR EXPERTISE : YOUR BRAND
Working with you to provide exceptional service for your clients.
IBOSS was established in 2008 and was built by IFA's for IFA's, our service has been proven in the real world of an adviser.
We provide a unique, white labelled, outsourced investment proposition and ongoing quarterly client review service. Operating via selected platforms, using model portfolios, and covering most risk profiles, we work with financial advisory firms of all sizes throughout the UK.
Our experienced Investment Team is focused on providing independent quantitative and qualitative research. We have a robust, repeatable, in-depth approach. Our results are demonstrable and we have a strong track record with over half a billion assets under management.
Our dedicated service support team carries out the quarterly reviews, collation of client responses, adviser support and portfolio switching/rebalancing.
We save our clients time and money, enabling them to focus on other key areas of their business, with the peace of mind the Portfolio Management Service will help deliver their client's objectives.
Follow us on Twitter (@iboss_ltd) for updates on our portfolio performance, views on the financial world and our very own Investment Team's regular market updates.
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51-200 employees
View all IBOSS LTD employees
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Financial Services
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Hornbeam Square North,Harrogate,North,GB
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2008
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Investments, Asset Management, Savings
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