What does it do?
By asking some in depth questions we identify future financial goals that are important to you. From this starting point we use leading edge technology and a managed approach to achieve your aims.
It provides peace of mind that you are on the right track and gives insight to enable well informed financial decisions.
Who’s it for?
It is for people who have accumulated wealth throughout their working lifetime who want to set a future investment strategy.
How does it work?
Over years of experience advising wealthy people with a range of complex financial circumstances, we have developed a consultation process that gives maximum impact with the minimum of time and effort on your part.
What’s the result?
You will have a clear understanding of your financial goals, an assessment of where you are on your path to achieving them and a plan to get you there. We take care of implementing the plan for you, whilst regular progress meetings will give you the best possible chance of achieving all that is important to you.
What does it cost?
Our fees are straightforward, transparent and competitive. The initial meeting where we get to know each other will be at our expense. Thereafter, usually at a second meeting, our reporting process will identify potential enhancements to your financial position. Only at this point and when you are satisfied that we can help, do we agree our fee and review structure. Any next steps will be fully explained before any chargeable work is carried out.
We do not rely on a combination of costly tips and follow the latest market beating trends with alchemy and inspired foresight. We know how the market behaves, that the market works and that institutional low cost funds work best. We are able to make these principles work for you and target them for your benefit.
Roger Bourlet, Managing Director and Head of Wealth Partnership Programme