After just a few months with Freedom, I can now instantly access all client files and data and my old Word and Excel files, thus producing fingertip valuations for my clients. This has improved both the service I can offer to them and cut down on the donkey work. It also allows me to keep track of funds under management and thus the underlying value of my business. Furthermore, the Switch On Solutions customer support has been nothing short of excellent!
Robin Stamp dip PFS, MD, Alpha Financial Consultants (Somerset) Ltd