IFA Wealth Forum

IFA Wealth Forum

cisplatform is a investment platform for Financial Advisers

We work alongside leading pension trustees, wealth managers and financial networks, providing the ultimate service for your clients.

The cisplatform team is dedicated to its investors and it is through its identification of unique opportunities through its Joint Venture partners and in-house expertise that it stands out in the marketplace.

cisplatform has a wealth of in-house experience including:

An authorised IFA & Building Engineer with over 10 years experience and an MBA

A solicitor and insolvency practitioner with over 20 years experience

A chartered surveyor with over 15 years experience in Project / Development viability & delivery

A fund and property manager with over 21 years experience



Cisplatform has partners with experts in the following fields to outsource key roles to:



Strategic Property Advisers (Property sourcing, valuations, Acquisition Advisers, Surveyors and Property Managers ,Trustees (Manager of the Trust)
Partnership Bank

Initial Lender

Auditors

Tax Advisors

Design, Marketing, Core branding, literature, advertising

Solicitors

Developers, Architect

Private Equity houses

please email us if you have any questions info@cisplatform.com

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About the XING business network

Welcome to the IFA Wealth Forum on XING, the business network for professionals. IFA Wealth Forum is one of thousands of groups on XING, where millions of members from over 200 countries around the world can share expertise and make contact. Join IFA Wealth Forum and discuss interesting topics with experts and similarly minded professionals.

 

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  • Group exists since: 19 Nov 2008
  • Members in this group:20
  • Posts in this group:44
  • Languages:English

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