Contact Bridge – Let’s Discuss How I Can Support Your Firm

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Financial Adviser
For Firms that Outsource Investment

Independent expertise to help your firm select and monitor outsourced investment solutions – and meet Consumer Duty expectations.

For Firms that Manage Investments In-House

Independent support to help firms build, strengthen, or review their investment process under Consumer Duty.

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Your own investment team – with analysis, webinars, and dedicated support for a small monthly fee.
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