Who we work with
Vertem has been specifically tailored to work with financial advisers and other professional intermediaries. We believe that financial advisers are in the best position to understand their clients’ financial goals and aspirations. We want to work in tandem with advisers to ensure that an individual’s investment portfolio fits seamlessly with the rest of their financial planning.
We also work with solictors, accountants and professional trustees where underlying portfolios are not subject to personal financial planning requirements, such as Trusts and Charitable accounts.