“We have been using IBOSS for over a year now, there is no need to mention performance as that speaks for itself. We are kept informed with regular updates and ad hoc communications are issued promptly in exceptional circumstances such as the morning of “Brexit”. The team are a delight to deal with and nothing is too much trouble, here’s to many more years”!

"We particularly like that the IBOSS service is white labelled as Chadwick’s and clients receive a quarterly email advising them of fund changes and rebalancing. This creates four ‘touch points’ each year and this is appreciated by clients.

We believe the service to be excellent value for money, their performance track record is very good and Kevin and Chris keep us updated with regular visits to our office."

“IBOSS offer a great solution to our clients who want an understanding of how their investment is working out for them. The rebalancing, diversification & benchmarking are clearly defined & give us confidence in promoting IBOSS to our clients. IBOSS understand what advisers are looking for in a support service.”

“After extensive research of the market place, it was clear to us that IBOSS mirrored Deep Blue’s strong customer service ethos. Having established a firm and professional relationship with IBOSS since 2009, our clients have benefited from their risk appropriate, actively managed portfolio service, and have commented regularly on both the portfolio performance and the service received.”