"I have been recommending the IBOSS review process to my clients for around 3years.
I have established from the feedback received that my clients have more confidence knowing that their personal portfolio/s are being monitored on a continuous basis, this is reassuring to them in these unpredictable times.
My clients value the ongoing contact that the regular quarterly communication provides to them personally. In addition this also fulfills the regulatory requirements.
IBOSS offer a top class service, the team is highly motivated, friendly and always there at the end of the phone when i need them; nothing is too much trouble.
I have no hesitation in recommending all the IFA community take a look at what IBOSS can offer their business!"
Professional Planning Partnership Ltd
"We have recently adopted the IBOSS proposition into our business model in preparation for RDR. Having spent a number of months talking to various parties with similar offerings, albeit not quite the same as the IBOSS offering, we can safely say we feel we have made the right decision. The superior service and proposition offered by IBOSS is ‘second to none’ and also satisfies our dedication and commitment to TCF.
IBOSS offer a truly professional, friendly, and efficient service which includes a dedicated Account Manager to assist in the implementation process, which we are pleased to say was seamless…….
Having had time to embed the proposition fully now, we love the quarterly review service our clients are receiving and can rest assured no client will miss a review. We also feel safe in the knowledge that the investment expertise offered by IBOSS is exceptional.
All our clients have understood the simple concept of the new proposition and the switch of investment offering which has enabled the seamless transition, helped by the dedicated support staff at IBOSS.
We at RPFS now feel ready to take on the impending RDR world and would highly recommend IBOSS."
Red Planet Financial Solutions
"We had been searching for a partner to help with our investment proposition for some time, with little success.
Skandia introduced us to IBOSS and we haven’t been disappointed.
We had already been running investment portfolios successfully for our clients but were finding the reviews and fund selection too onerous and time consuming. The migration to the IBOSS system is still a work in progress but it is working extremely well and has been well received by our clients.
We have without exception found their staff both approachable, knowledgeable and eager to assist.
A very good move."
Employee Benefit Solutions
"We have used IBOSS for around two years and have always been pleased with their efficient, professional approach. The IBOSS system has helped the Company progress to becoming robust and ready for RDR as well as adding capital value.”
“IBOSS has helped us to formulate a structured approach to our investment process in readiness for RDR. Clients have understood the concept and we have been pleased with the efficiency and helpful attitude of the staff."
Hastings O'Loughlin Financial Services Ltd
“With the complexities of RDR, it has been a relief to find IBOSS. They have ensured that our clients are getting the highest level of service, for their investment portfolios.
It has also been a revelation to be kept in such close contact with the investment teams philosophy and changes in the IBOSS portfolios.
A truly unique company I would highly recommend, thank you IBOSS”
“I trust the people, they have experience of running an IFA practice and they understand my needs.”
“IBOSS improves the service clients receive and it’s unique offering is also an excellent differentiator.”
BHP Financial Planning
“It reassures me from an RDR perspective.”
“IBOSS gives me complete control over the client without having to do the timely investment process, offering a virtual back office system without having the cost of employing lots of staff.”