Vision
Investment Portal
Our partnership with Vision Investment Portal (VIP) allows us to improve your efficiency and profitability with long-term, dependable investments for your clients. Attentive, personal service comes as standard.
Our offering
At JH&P, we only work with a limited number of advisers to create a completely tailored service that’s constructed to your needs. You’ll also be provided with your own personal portfolio manager and access to our CEO, so you always have a direct line of communication to those managing the affairs of your clients.
Our flexibility is one of the benefits of being 88% owned by the staff who work here, and not external shareholders. It also means you can be confident that every interaction that we have with you is our own and not biased by any external forces. With equity owned throughout our business, you’ll find that we’re partner driven to go above and beyond to find the best investments for every client and the best service for you. We always prioritise long-lasting relationships above growth for growth’s sake.
How we do it
JH&P Bespoke Portfolio:
- Client proposals
- Client application forms
- Portfolio analysis
- Investment updates
- For an update on your clients’ investments
- To speak to your dedicated team
Financial Advisers can expect
from us
- The benefit of peer-benchmarked results and a history of strong investment performance, with a healthy balance of conviction and diversification.
- Services shaped around you and your clients’ needs – we’re owner-managed and wholly independent so there’s no external forces influencing our decisions.
- Flexibility around your requirements – we tailor our service to incorporate your needs as an adviser.
- Your own portfolio manager – someone who’ll get to know you and your business and is invested in your success. Because they are judged on your overall satisfaction, you know that your satisfaction is their primary concern.
- Diversifying assets which yield strong returns over the long term – we only invest in liquid assets we believe in, plain and simple.
- To know people who have many years of experience working with financial planners and understand your challenges.
Online portal
