Roberts Clark Independent Financial Solutions has designed a website to
use as a base to build a new style of independent network offering
lead-generation and support services to members.
Its needanadviser.com website combines 15 zones including
stakeholdercafe.com, divorceadviser.com, pensionsadviser.com,
willsadviser.com and savingsadviser.com.
Roberts Clark says it wants to work with other IFAs to establish a network
to defend themselves against the potential threats of depolarisation.
Each firm will become an associate but continue to own and run its
business separately as a directly regulated firm. An introducer's agreement
will enable business to be referred to associates by the service.
Associates are expected to work with Roberts Clark to develop the website
further and to handle both electronic and face-to-face enquiries.
Needanadviser.com features policy searches, quotations, online
applications, contact forms plus a stakeholder designation facility.
An online diary is available for consumers to book virtual help which can
be handled by by email, live webcam interviews or over the phone. It is
planned to offer online account management and a single-password
Each associate firm will have an entry on the site, including full contact
details, as well as having special discussion board privileges and being
registered as a point of contact point for formal advice.
Director Joanne Roberts says: “A network of truly independent advisers
operating within the needanadviser.com portal brings strength in numbers
and the economies of scale to develop systems that can compete with any