Marc Townsend, MCSI, Isle of Man
After 25 years in the business I know what I want from a network and it is simplicity and integrity, essential when I'm working around the globe.
INTERNATIONAL FINANCIAL ADVISER NETWORK
Intamediary is a trading style of the Adviser Platform. We specialise in compliance services to international advisers to enable them to meet the regulatory requirements of EEA financial regulators and to provide their clients with a professional service.
With over 30 years of experience in business support, we can deliver expert guidance and value for money services to the financial advice community.
Support will be either through network membership as an introducer appointed representative for independent businesses or as consultants with our international practice. We will seek to encourage best business practice and profitability through business development initiatives and added-value services, delivered in a transparent way.
NETWORKED
Networked into an internationally authorised firm with 30 years of experience behind us make us the ideal organisation to do business.
COMMISSIONS
Attractive commission structure with regular payment of commissions to consultants. Professional indemnity provided by the network.
ADMINISTRATION
Administrative support, back-office support, IT support including essential company software. Lead generation, virtual assistance and compliance.
- Services
- About Us
- Administration
Services
We are committed to providing international financial advisers and UK IFA's with premier support in all areas of their business. We realise that every firm is unique and have therefore developed a flexible model, which can be tailored to your firm’s individual requirements.
Our highly personalised approach, experience in assisting clients and our clear understanding of the specific needs of international business and expatriate clients, drawn from our own international origins, make us the ideal organisation with which to progress.
New ideas, technology and a low cost environment attracts partners, and partners generate volume which in turn reduces the costs of business, providing a mutual benefit to the client and the service or product provider.
We offer a range of essential services and the option to purchase additional services only when you need them. We don’t believe you should have to pay for services you may not need just to access those that you do; nor do we tie you in to any long term contract, as the quality of our service should be enough to guarantee your ongoing loyalty.
About Us
Intamediary is the trading style of Adviser Platform Lda with authorisation in England, Portugal, Spain, France, Germany, Ireland, Italy, Norway, Holland, Belgium, Hungary, Czech Republic, Solvenia, Malta and Gibraltar. We are in the process of establishing partnerships throughout the EU. This highlights our determination to provide a highly personal service delivered wherever your clients settle.
Our authorised representives specialise in meeting the financial planning needs of people or companies who have created more capital, or who earn higher incomes, than average, and whose circumstances are therefore more complicated than the average.
The network enables the buying power of many small and new brokers to be aggregated and economies of scale achieved. We developed a centralised IT solution that provides a range of products and services on its platform to enhance the efficiency and profitability of itself and of the connected brokers.
Most clients want a trusted wealth manager to understand and explain the relevant issues, and propose appropriate action. The strength of our relationship and level of satisfaction among clients and partners may be judged by the fact that most new clients come to us as a result of word of mouth recommendations from existing clients, lawyers, accountants, investment houses and financial institutions.
As we move forward we will continue to work hard to introduce more technology as well as new and intelligent ways to provide greater opportunities for all your clients and partners.
Why Portugal ?
New ideas, technology and a low cost environment attracts partners, and partners generate volume which in turn reduces the costs of business, providing a mutual benefit to the client and the service or product provider. There are also tremendous tax benefits for companies established in Portugal and for individuals wishing to retire and take up residency.
Administration
Key benefits of our administration:
Build a valuable business with a defined exit strategy
Grow your business
Minimise risk
Obtain help when you need it
Save your time to bring in new business.
Services include:
Asset allocation tools and model portfolios.
Business Terms and Compliance Support.
Buy-out and exit strategies.
Cross-selling Opportunities.
Events and seminars.
Information Resources
IT support for new ideas not just data recovery.
Marketing and communication support including lead generation.
Practice development planning.
Referral opportunities.
Regulatory support.
Skills enhancement with training and competency controls.
Specialist insurance products.
Specialist technical and jurisdictional support.
Concentrate on generating revenue!
Marketing and communication support including lead generation.
Practice development planning.
Referral opportunities.
Regulatory support.
Skills enhancement with training and competency controls.
Specialist insurance products.
Specialist technical and jurisdictional support.
Concentrate on generating revenue!
For more information on our administrative and technological solutions, please contact us.
Formally incorporated in 2011 with establishments in Portugal and the United Kingdom. Our authorised representatives network provide unbiased, whole of market advice and are located in 25 countries. Each adviser is referenced and verified to be qualified and competent. To apply to become an authorised representative please contact us.