After being an IFA for 16 years running my own business I came across ‘Switch On Solutions’. Up until then I had not come across a system that I felt suited me as a sole trader. I did not want to spend an excessive amount on a complicated system which had high set up and maintenance fees. This system appealed to me since it was set up by an existing IFA working with his brother, who was an IT Specialist. I decided to go for the system and have been very pleased with it over the last year. I would encourage IFAs who have delayed investing in this sort of technology to take a closer look at what is being offered as it is very easy to use once it has been set up. I have found the ongoing support also to be good.
George Anderson, Anderson’s Independent Life & Pensions