Andrew Cook is a Director and Independent Financial Adviser at Heritage Investments based in Wimborne, Dorset. How long have you been using IBOSS? The decision to start using…
Welcome to IBOSS...
We have been providing outsourced investment solutions to financial advisers & planners for over a decade.
Our unique white-labelled investment proposition, and quarterly client review service, sets us apart from our peers.
The same investment philosophy runs through all our propositions, and our team led approach, coupled with our independence, leads to better investment decisions for the benefit of you and your clients.
(OEIC Fund Range)
A range of independent risk-rated multi-asset fund of funds.
Model portfolios, research and administration for financial advisers.
The IBOSS ethos with the benefits of discretionary management.
Primarily passive & index funds, managed on a discretionary basis.
View our case studies
What our clients say
“It has been a revelation to be kept in such close contact with the investment team’s philosophy and changes in the IBOSS portfolios. A truly unique company I would highly recommend, thank you IBOSS.”
Andrew Cook Heritage Investments
“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”!
Rob Barron Flourish Financial Planning
"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."
John Chadwick Chadwicks
“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.”
Kevin Bray ECFS Independent Financial Advisers
“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.”
Katrina Francis Deep Blue
Who are IBOSS?
How did IBOSS start?
Where are we based?
and what services and products do we offer?
Find out more about who we are in this short video, with our Managing/Investment Director, Chris Metcalfe and Business Development Manager, Kevin Morrison.