You will typically come on board when planning for, or transitioning into retirement. You may have a need for investment management having lost track of existing Pensions, Isa's, Investments, where they invest, what fees are being charged, and what is due to be paid out in the future. You may also have a need for financial and estate planning, at or around, or whilst in retirement.
We will create a bespoke financial plan, invest sensibly, reduce taxes legally, strip out the risks in your business and personal life, and ultimately make estate planning based arrangements that will pass your legacy on to the Children, safely and tax-efficiently. We help you plan ahead and take control of your life and financial goals, using our CLEARER framework. In short, we make you financially bulletproof and give you peace of mind over your financial future.
Why you should work with us…
You should consider working with us because we are an award winning top 1% adviser - as featured in The Times, The Telegraph and The Mail on Sunday. We work for you – not an insurance company, not a glossy network, not an investment bank or fund manager.
There are no sales teams, no layers of management, no board. It's all about you and us. Our mission is to work with our clients helping them protect and grow their capital, and get a great return on life.
Typically show these 10 traits;
1. Understand investments to an extent
2. But still wish to work with a professional advisor
3. Are orientated towards capital preservation
4. They take a long-term view of investment performance
5. And will trust us and consider us an expert in our field
6. They are open-minded and willing to learn new things
7. Are honest with us and fully disclose their assets, values, goals, and concerns
8. They are decisive
9. They will value our service, advice and professional relationship and are willing to compensate us fairly
10. Want advice, not just information