Building a Centralised Investment and Retirement Proposition - Part one

Prepared for UK professional advisers only. Creating a centralised investment and retirement proposition (CIRP) can be daunting. In the first episode of our CIRP series, Charlie Parker, the managing director of Albemarle Street Partners meets Karl Dines of advisory support business Open Door Policy. They discuss the value a CIRP can add to an adviser's business and how to get started creating one, with three strategies for accumulation, decumulation and ESG. 

 

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To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

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