Wealth Management

Strategic Partnership with 
Positive Solutions.

We are delighted to announce the start of a new strategic alliance with Positive Solutions to provide 2020 Members with a range of Wealth Management services for clients.

Positive Solutions is owned by Aegon UK, part of global insurance giant Aegon Group. They have 1,700 IFA Partners and have won numerous awards for their unrivalled technology systems and sales processes.

Commenting on the strategic relationship, Jonathan Morley, Business Development Director of Positive Partnerships comments: 

“We are delighted to be working with the 2020 Group and their Member firms, and we feel there is a tremendous opportunity for practices to capitalise on Wealth Management, whether by offering this as a new service or reviewing their existing arrangements.”

By working closely with Positive Solutions we can create an outstanding value added proposition for 2020 Members. Finding the right wealth management structure in a practice is essential and we believe we have found this in Positive Solutions. This is a tremendous opportunity for all 2020 Members to improve the range and choice of professional services offered to clients. 

All of the Positive Solutions advisers are trained on how to operate with accountancy firms. They understand "ethics”, “professionalism”, “faith and trust” are all key factors in running a successful practice. Each and every IFA that they place within an accountancy firm has been through a rigorous training session on how to integrate and work within an accountancy firm. 

Benefits of Working with Positive Solutions:- 
  • Positive Solutions can second an adviser to your firm for an agreed amount of time per week/fortnight.
  • The proposed structure alleviates you from virtually all regulatory responsibilities, including commission disclosure.
  • You do need an advisor who can spend the requisite amount of time on developing the connection with you, and spend time with partners and managers.
  • Positive Solutions will assist in business development with local contacts such as solicitors who may route their work through such a vehicle and may be interested in feeding work through an accountancy contact.
  • You retain complete client control and ownership, although Positive Solutions would have a regulatory responsibility to service your clients in a financial services capacity.
  • Marketing support / E-Mail bulletins on ‘issues of the day’.
  • 'Opportunity spotting’ / ‘Needs Analysis’ training.
  • Standardised procedures used by other accountancy firms across the U.K
  • An ‘all encompassing’ range of products and services.
  • Access to other Positive Solutions departments, such as Research , I.T. & Marketing
  • Full Lines of communication, including copy recommendations, if required. 

In order for us to provide the best possible proposition for 2020 Member firms, we are requesting that you complete a simple one page Fact Find.

If you would like to learn more about this strategic partnership and what it means for your practice, then please email ps@the2020group.com and we will ensure Jonathan Morley, Business Director of Positive Partnerships contacts you.

Print pagePrintable Version

Positive Solutions Webinar

Jon Morley, Business Development Director of Positive Solutions, rcently presented a webinar with 2020 Chairman, Chris Frederiksen, entitled, "How to Make Financial Services Successful in your Practice". 

You can download a copy of the webinar here, which is a Windows Media File.

Why Positive Solutions?

  1. They can alleviate virtually all regulatory responsibilities, including commission disclosure.
  2. They will assist in business development with local contacts.
  3. You retain complete client control and ownership.
  4. You get access to standardised procedures used by other accountancy firms across the U.K.
  5. You get an ‘all encompassing’ range of products and services.

Maximise your Return

If you would like to know how Positive Solutions can help you maximise your return on offering clients Wealth Management Services then please download our Fact Find and return it to us.

Jonathan Morley, Business Director of Positive Partnerships will then contact you for an exploratory discussion.

Contact Us

If you would like to learn more about this strategic partnership and what it means for your practice, then please email ps@the2020group.com and we will ensure Jonathan Morley, Business Director of Positive Partnerships contacts you.