“I have been an IFA for 27 years and I have been lucky in my career to work with some wonderful people and companies, none more so than Elgin. I have worked with Nicos and Elgin for 5 years, following the recommendation of another IFA who had been using Elgin for 3 years. Actually I thought his initial assessment of Elgin was somewhat embellished, but I have found that he was absolutely correct.
As a work alone advisor, I need to provide my clients with a fast and accurate service both in terms of admin and investment management. Elgin provide all of that and more for me.
I cannot speak highly enough of the administration team. They have a handle on everything, often prompting me for answers but ultimately saving me hundreds of hours a year. They are extremely client focussed and very efficient and easily the best I have ever worked with.
I learned a lesson some years ago that as an IFA that whilst I love economics and the monitoring of the investment markets, I am neither qualified nor competent to manage 100’s of portfolios. I don’t have the time for research or due diligence and I don’t have a system to effect trades promptly or accurately. I turned to Elgin primarily for this and have been thoroughly rewarded by their expertise and management. My clients now have better management and better reporting and because of that, client retention is 95%+, repeat investment has increased significantly and direct referrals (people contacting to me) has blossomed.
Lastly, in a business of squeezing margins and difficult cash flows, working with Elgin has enabled me to run a successful business. They have always paid my commissions and fees quickly and accurately and have been extremely supportive. Nothing seems to be too much trouble.
I cannot recommend Elgin highly enough.”
