Why Choose Morgan Lloyd?

We work closely with financial adviser firms to ensure they get the most out of working with Morgan Lloyd. We'll support your business right from the start of our relationship and on an ongoing basis.

What can you expect from working with Morgan Lloyd?

Step One Discovery Meeting

Meet with us to let us gain an understanding of your business requirements and the investment needs of your clients. Discuss your objectives and plans for your business to find out if Eden Park is the right choice for you.

Step Two Independent Analysis

If you're interested in working with us we'll provide easy to understand due diligence documents and performance data for you to complete your independent analysis and due diligence review.

Step Three Develop & Implement

Develop our business relationship, introduce us to more of your team. Agree contractual arrangements and arrange access via your chosen investment platforms.

Step Four EPIM Launch

Launch the EPIM range to your advisers and clients.

Step Five Service & Support

We'll provide regular facts sheets, performance data, market commentary and insight for your advisers and clients. If you need anything, our support team will be available to take your calls and queries.

Step Six Ongoing Reviews

We'll meet with you on an ongoing basis to update you about our business plans and ensure you have everything you need from Eden Park to be able to provide your clients with an excellent customer service.

Get in touch today

01275 379 200

enquiries@morgan-lloyd.co.uk