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.

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.""

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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."

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Matthew Wright

Financial Management

"“Historically we ran our own portfolios. However, we rather became victims of our own success. The work involved became extremely time consuming.""

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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."

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Andrew Peters

Deep Blue

"We know clients value the reassurance of quarterly updates. To be truthful they never mention it, which shows it’s doing what it was designed to do."

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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.""

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Alan Tytherleigh

Odyssey Wealth Management

""We were also hugely impressed by IBOSS’s communications. The quarterly updates carry our branding and provide our clients with four additional touches per year, which we couldn’t replicate ourselves"."

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