FINANCIAL ADVISERS
Additional Income for Financial Advisers
Backed by Bamboo
Financial advisers are at the heart of a client’s financial planning, whether for their family or for their business. Providing advice or guidance on protecting and growing assets for families and ensuring businesses and their employees are taken care of when it really counts.
You make referrals to solicitors and then lose control of the service delivered to your clients. You hope for referrals from solicitors you work with, but these are infrequent and unpredictable. You rarely, if ever, receive any referral fees. It’s a one-way street.
Why would a financial adviser use Bamboo?
Bamboo enables financial advisers to create their own law brands using our law firm operating system. In turn this retains control of your key client relationships and ensures the delivery of the services you and they expect. No referrals. No loss of control and an additional income stream for financial advisers without regulatory risks. As a financial adviser, you can manage relationships and you are great at working with clients. So, why not apply your skillset to legal services and offer your clients that single point of contact for all of their advisory needs?
Bamboo enables you to offer your own branded law services without the costs and hassle of setting up or running a law firm, and with access to back-office services, we can support you in the set up and resourcing of your business.
We provide back office support
Bamboo is a full-service, white-label regulated law firm operating system that provides a platform of back office support to financial advisers who are looking at entering the legal market. Our services support the efficient operation of your law firm’s back office, so you can focus on delivering what you do best while we take care of the rest. Our back-office services include access to an SRA-regulated structure, comprehensive systems and applications needed to run a law firm.
We source the right applications and teams
We understand that you may not have the necessary skills, expertise or knowledge to choose which applications you need to run a successful law service. That’s where Bamboo can help. Our law firm operating system delivers a range of processes and applications, including a safe and secure IT platform that’s SRA-regulated. Our additional services mean we can find the right people and even the lawyers to deliver legal services to your clients all under your brand.
Why choose Bamboo to help set up your law firm?
We save you time and money
At Bamboo, we give financial advisers an opportunity to start their new law firm without having to spend months on applications, trying to get PI insurance or selecting and procuring the most appropriate systems and applications or sourcing the right people for regulated roles. We take care of all of this saving you time and money.
We’re flexible
Bamboo is a flexible law firm operating system. Our platform can be adapted to fit the structure of your business. We can configure Bamboo to your operating model. Alternatively, Bamboo can be set up to work right out of the box, which means you can benefit from a tried and tested operating model.
With access to an SRA-regulated structure we assume the regulatory risk for you
Bamboo provides access to an SRA regulated structure, which means your firm will be compliant with the relevant regulations, giving you and your clients peace of mind. Our Business Quality approach means that you can demonstrate high standards to your clients.
