Creating Efficient & Scalable Investment Solutions

Presented by

Kevin Ferriby, Managing Director, Informed Financial Planning & Steve Billingham, Steve Billingham Consulting Ltd

About this talk

Having an efficient scalable and consistent investment solution is a critical part of your overall client proposition. Furthermore, should you do this in house or outsource? In this session, Steve Billingham of Steve Billingham Consulting will outline the core components and benefits of a robust and consistent investment solution, whilst Kevin Ferriby, MD of Informed Financial Planning will share his own practical experience of the problems resulting from not having a consistent and effective investment approach and the key criteria and decision making process he went through when trying to create their own investment solution for clients; a solution which has transformed their business.

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