Stride Investment Solutions distributes investments and tax planning products to the Financial Services sector. Clients are predominantly Independent Financial Advisers, Solicitors and Accountants.
Products are sometimes exclusive to Stride Investment Solutions or are not widely available, bringing alternative products to the financial sector. Products are targeted at advisers to High Net Worth/Sophisticated and Corporate clients.
Our service consists of both product development and distribution depending on the need of the product provider and the stage of development of the product.
We also recognise the importance of due diligence and compliance and the problems these bring to deciding on which products to use. With this in mind, Stride Investment Solutions Ltd completes a question and answer checklist and collects all supporting documentation for a complete package. These are available for inspection following the initial meeting. The purpose of this is to help the adviser with their research to ensure an easier and more efficient service.
The goal is to simplify and improve the product selection process for HNW advisers as well as add options for truly diversified portfolios.
The service is to provide ongoing support to the advisers in order to ensure a smooth sale and back up between product provider and end user client.
Ellie was previously a solicitor in the private client sector and Subsequent to completing her education and training as a solicitor she wanted to focus more on sales, client development and relationships. Since moving away from law, she has had the opportunity to develop sales, negotiation and client relation skills in the financial services sector in her roles as a business development manager.
Ellie has now set up her own business, Stride Investment Solutions, and focuses on her established relationships with advisers and product providers and continues to grow her portfolio of products and clients.
