Wealth & finance International - Wealth & Money Management Awards 2017

www.wealthandfinance-intl.com 17 Regional Wealth Management Firm of the Year 2017 London International Corporation offer a wide range of services across the investment space, ranging from traditional portfolios, mortgages and pensions through to more complex financing, such as supporting start-ups with their initial funding tax planning and even research tools. We invited Daniel Dabin to tell us more about the firm. Company: London International Corporation Contact: Daniel Dabin Website: www.lic.uk.com London International Corporation believe that good financial advice is all about the client, and that the secret to success is building a plan based on the client’s needs and aspirations then finding the right package of investments, protection and pensions to build client’s prosperity and enhance financial security. Research is a key aspect of the firm’s service offering, as Daniel explains. “In order to ensure our clients receive the very highest quality services, at London International Corporation we employ a range of research tools and techniques which make cer¬tain that we are always investing in the very best financial instruments the market has to offer. We offer market leading technology to help provide the best research and recommendations possible. “These tools are partially technological, and we maintain state of the art software which provides up to the minute information on the investment potential throughout the market. We also conduct regular meetings with Independent Investment Consultants who supply us with information, as well as utilising our own in house team who scour all available resources and publications for information.” Within the wealth management space, the company offers any propositions that may be of benefit to its clients across Investment, pension, mortgage and protection. Daniel outlines how the firm approaches working with a new client and what steps are taken to ensure that the client’s needs and demands are met, and sometimes exceeded. “As a whole, our culture here at London International Corporation is relaxed but professional, and we always aim to recruit staff who are ambitious and keen to build a career in finance. This ensures that everyone here is committed to supporting our clients, and ultimately our business.” Daniel provided us with an overview of the industry currently, as well as listing any challenges or outside influences which may have an effect on the firm’s business. He then proceeded to explain how the firm adapts in order to overcome these challenges. “Inside the industry, there is a lot of impetus towards Robo advice as a profitable way to aggregate FuM into the in-house funds provided. This is believed to be a profitable structure with the lowest input by these companies. This will also reduce compliance risk and therefore costs. Our advice process is bespoke to our clients, we feel our clients should have the direct contact when they require when dealing with their life savings.” Recently, the firm has performed well financially, particularly in the last 12 months. Daniel comments on how the company has outperformed its expectations, leading to a bright future as the business continues to grow. “Over the last financial year our company has continues to grow and outperform our expectations. The company’s future remains bright, we will look to continue our growth in a conservative and controlled manner for the remainder of 2017.” To attract the best clients and compile the best business, the firm must integrate technology into its services, especially in this increasingly technological generation. Daniel confirms the firm’s commitment to technology, as it looks for the most suitable solutions to its clients, whilst believing despite all the new technology, clients will still need face to face meetings when discussing certain financial aspects. “Keeping on top of all upcoming developments, we use the best available technology to complement our direct market research conducted face to face with Investment Consultants. With all our resources, we only use whole of market not restricted to ensure we only offer the best and most suitable solutions to our clients.” “It is opinion, clients will continue to require face to face financial advice when discussing their investments.” WM170020