Initially we will discuss your circumstances with you, so you can provide an overview of the acquisition, and what plans you have. We can do this either virtually, or face to face whichever you would prefer. This provides us with a clearer picture of what is required and an opportunity for you to assess if our services are of interest. We will happily cover the costs associated with this initial meeting and outline exactly what our costs are moving forward, so you can consider the next step without obligation.
So, there’s no commitment on your behalf and you’ve nothing to lose by having a conversation with us.
If you like what we do, then we will undertake a more thorough assessment of your overall circumstances, discussing your plans, your needs, and how best we think that can be achieved, and for this service we charge a fixed one-off fee. This will be face to face and following this we will outline to you our bespoke recommendations to reflect exactly what strategies you should adopt.
This will include.
Ensuring your investments and assets generate adequate ongoing income, provided for in the most tax efficient manner. This could be from a combination of various sources.
Assessing your existing pension and investment arrangements, their suitability and how best to access them.
Outlining which Platforms if any you should be using, for equity investments and cash.
Managing your investments on an advisory basis avoiding any VAT liability.
If Discretionary Investment Managers are required, we will happily introduce you to these to ensure reasonable fees and performance is achieved. We would expect to both introduce and attend all meetings moving forward, questioning their methodology and advice processes given the global economic backdrop.
Providing ongoing advice and support reviewing our strategies annually with you.
Chris Downing CEO
“We help business owners to turn their sale proceeds into a combination of simple strategic solutions, that achieve their plans while allowing them to focus on enjoying their retirement”.