Now live: The latest episode of IFA Talk is available to listeners. This week, we explore how bespoke portfolio services and tax-efficient structuring are helping advisers deliver better client outcomes in an increasingly complex environment.
To unpack this, Meg and Sue are joined by Adam Temple, Senior Investment Director – Head of London at Brooks Macdonald. As the firm celebrates 35 years of serving clients, Adam shares how its bespoke portfolio service is designed to help advisers deliver more tailored, tax-efficient solutions while adapting to ever-changing client needs and market conditions.
This week’s conversation covers:
- Bespoke portfolio services in practice: Where BPS fits within an adviser’s proposition
- What sets BPS apart: Key differentiators in a competitive market
- Tax-smart structuring: Supporting more efficient long-term planning
- Looking ahead: How portfolio solutions are evolving with changing client needs
You can explore Brooks Macdonald’s Bespoke Portfolio Service range mentioned within the podcast here.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Adam Temple
Adam is Senior Investment Director – Head of London. Adam joined Brooks Macdonald in 2007 and manages the Adviser Solutions investment team, as well as bespoke portfolios for a range of clients.
Adam is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and any necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
