Investment Planning Service
For clients who have their own financial plan and therefore do not need our Lifestyle Financial Planning service, we have developed a service focused on their investments.
A lot of our clients want:-
- the right level of safety and security
- a better investment experience than they've had in the past
- to work with somebody who has their interests at heart
Our investment advisers will work with you to structure the best investments to suit your personal circumstances and objectives; they will carefully explain all options to you. Most importantly, our investment advisers meet with you regularly to review your investments to ensure that they remain on target.
The Investment Planning Service typically suits people with between £25,000 and £100,000 available for investment or in existing investment or pension funds.
The key benefits of this service are:-
- Expertise: we have researched and brought together some of the world's leading investment specialists to help us to provide this service.
- Choice: additional fund choice, not usually available to the retail investor.
- Ease of transactions: one point of entry to access your portfolio and arrange transactions.
- Reduced administration and paperwork: consolidated income and capital gains tax statements from one source to help simplify tax returns; reporting, transactions and monitoring from one secure online platform.
- Lower investment costs: the avoidance of marketing and sales costs for the fund management groups and the purchasing power of the service results in favourable discounts on initial and annual management charges.
- Reviews: easy, regular reviews to reduce risk and increase returns.
The value of an investment can fall as well as rise and you may not get back the full amount invested.