Previously accepted levels of financial planning and investment management are no longer considered enough.

Fast-moving markets, stricter regulations and ever increasing compliance legislation means the precious time you get to spend with clients is constantly decreasing.

Here are a few reasons why we think we can help provide value to you and your clients…

Industry Recognition

FT Adviser created the DFM category in 2020, and IBOSS has won the five star award in each year since it launched. Not only that, but we placed top out of all the DFM providers in the category for three consecutive years.

Because of this, FT Adviser awarded us the ‘Outstanding Achievement’ award in 2022.

The awards highlight the very best in service provision and the results are calculated by scoring us against our industry peers in the following six disciplines:

New Business Processing, Product Support, Personal Contact, Central Processing, Flexibility of Charging, Electronic Business.

IBOSS won both ‘Best Reporting’ & ‘Best Communication in a Crisis’ at Citywire’s Adviser Choice Awards 2023 for the second consecutive year. Additionally, we also won ‘Best DFM North’ in the regional categories.

Providing good communication to advisers and clients is something we have always been focused on, so we are very proud to have been recognised for this, even in the most challenging of times.

The IBOSS MPS ranges have also been 5 Star rated by Defaqto, this shows they provide one of the highest quality offerings on the market. Unlike consumer reviews, Defaqto ratings are based on facts, not opinions.

White labelled client communications

We believe that most clients like regular communication from their adviser. With fast-changing market conditions, clients value updates that provide reassurance regarding their investments.

Our client communications are issued quarterly via email and are sent directly to your clients from our mailing system. The emails carry the details of your company and are addressed from their appointed financial adviser, increasing exposure to your companies brand, rather than IBOSS.

We strive to ensure our client facing material is jargon-free, making it easy for clients to engage with, whilst creating a level of client involvement that makes them feel part of their investment journey. It is this, in our opinion, that demonstrates to clients that you are going above and beyond, justifying fees and demonstrating value for money.

Although we highly recommend the use of our white labelled client communication service, we appreciate it may not be appropriate for some clients. Its inclusion is optional and free of charge when clients are invested through our MPS solutions and OEIC Fund Range, however it comes as standard with our PMS and is included within the pricing.

A list of all your subscribed clients to the communication service is made available prior to each quarterly mail out, along with copies of the updated documentation they are set to receive. You will be immediately notified of any client comments that are made and open rate and individual client engagement MI is provided 3 weeks after each mail out date.

What's included?

Client Email

A quarterly correspondence with the opportunity for clients to inform you of any changes to their circumstances.

Portfolio overview

Displays allocated fund changes (OEIC/MPS) & proposed fund changes (PMS), along with an overview that explains why each decision has been made by our Investment Team, along with key information regarding their investments.

Market summary

Informs the client of the latest and relevant economic information, from stock market performance to political matters which may be affecting their investments.

Want to see an example?

If you would like to see an example of our white labelled client communication with your own branding on, please email mark@ibossltd.co.uk, along with your name and company logo attached.

Specifically for financial advisers

All of our investment solutions have been specifically created for the financial adviser marketplace. We firmly believe in the value you add to your clients, that is why our services and products are not directly available to retail clients.


We are independent of outside influences, selecting funds from the whole of market and with no restrictions placed on us by third parties. This independence, we believe, leads to better investment decisions for the benefit of you and your clients.


In all areas of the business there are employees that possess a varied and vast experience of the financial services industry, including previous directors, advisers and paraplanners, as well as ex-business development managers from other wealth management companies.

Direct access

We offer you direct access to our Investment Team. Questions relating to our investment philosophy, asset allocation or fund selection are answered promptly. In the same vein, if clients have just read something in the media about a fund, have concerns or even suggestions, we are very happy to answer their queries, but always via the adviser.


We listen to you and your clients, and build propositions based on the feedback we receive. We are always looking for ways to improve our services and when we have an opportunity to enhance our existing solutions, we do so.


When dealing with IBOSS, all parties involved receive a first-class service. This is something we pride ourselves on, with the majority of IBOSS employees having worked for the company from its infancy and contributing to our growth over many years.

You can read the excellent reviews by advisers and planners who use the services of IBOSS on our Adviser Case Studies page, or watch some of our Adviser Video Stories where many complement our high-quality service levels.

Compliance aid

We can help you in the transition of your existing investment proposition, should you choose to use any of our solutions. With direct access to our Chief Operating Officer, Denise Webster, we also offer support with rational on platform due diligence, which can be carried out by us, on behalf of others.

We also use the services of Threesixty to help ensure all of our materials follow the very latest compliance legislation for their intended audience, this includes all documentation issued to clients on your behalf.


Honesty & transparency

In an industry riddled with jargon, we’ll say it as we see it and give you an honest answer. You might not always like the answer, but you will know it is honestly given. Our Chief Investment Officer, Chris Metcalfe, is often described as straight talking at our seminars and webinars, something that advisers appreciate when it comes to investment and market updates.

Additionally, we are transparent in everything we do. Portfolio holdings and performance are readily available on our website and updated monthly/quarterly. Fund change rationale and market commentary is also always available to explain why we make the decisions we do.

Tailored investment updates

We offer you and your colleagues the opportunity to have tailored investment updates with your Business Development Manager and a member of our Investment Team periodically. This can either be in the form of a site visit to our offices or we can attend your place of work, subject to compliance with COVID-19 measures. Alternatively, these updates can be done online, it’s really whatever suits you.

During these meetings we can give you company specific investment updates and focused insights into any investment topics you wish to cover in detail, as well as providing a macro update. We endeavour to give you considerable market backdrop information for you to share with your clients.

CPD Events

We host a market update webinar once a month, often focusing on specific topic or area, and we are usually joined by a guest speaker, most frequently a manager from an industry leading fund house.

There’s a Q&A session included for you to ask our team or guest speaker any questions and make each session as personally beneficial as possible.

Our Investment Team will also provide performance updates, along with product and service developments from across the IBOSS investment solutions as necessary.

Our webinars are always CPD accredited.