Adviser Case Studies
Don’t just take our word for it, read why the advisers and planners who have used the service’s of IBOSS for many years would recommend us.
Tom Barnes
Cooper Assurance Services
"Excellent communication! Not only in respect to the IBOSS ranges, but their broader market commentary is excellent too and keeps our clients well informed."
Matthew Wright
Financial Management
"IBOSS were completely different to anything else we had seen and were exactly what we were looking for. They are a smaller business and are consequently nimbler without being overly process driven."
Rob Barron
Flourish Financial Planning
"The whole IBOSS team is very accessible. They aren’t sat in their ivory towers and they are always available for us to contact them."
Sue West
De Luca West
"They listen to us and make us feel like individuals. It's a relationship you don't get with larger propositions, where you feel like just a number."
Andrew Cook
Heritage Investments
"The main benefit has been the establishment of a very robust investment proposition, which has led to huge amounts of time saving."
Andrew Peters
Deep Blue
"The single largest benefit to our relationship with IBOSS is the ongoing compliance and the ability to demonstrate the value we are adding for clients for the fees being charged."
Steve Pritchard
Perceptive Financial Solutions
"From our perspective it’s the level of client satisfaction with the IBOSS service; both the results and the communications."
Alan Tytherleigh
Odyssey Wealth Management
"After concluding our due diligence and deciding to adopt IBOSS as an investment partner, we can honestly say we’ve not looked back. Over the past eight years IBOSS has ticked all these boxes and more."
