IFAs, Wealth Managers and Stockbrokers are really all the same, aren't they?
Not on your nelly!
Consider
- How they charge
- What qualifications they hold
- Did you ever see them in the media
- Do they practice what they preach
- What they actually do for their money
- Do they actually make clients money
- Are they style over substance
- If they're independent, are they selling products or a service
- If they're not independent as, for example, they sell for a life assurance company like St James Place Capital or for a bank (do they make that clear or try to hide it?) are they doing anything other than selling products?
What are you best at?
Making client portfolios more tax-efficient and appropriate for clients. Looking after portfolios for 5-10 years and, ideally, a lifetime.
What is your minimum portfolio size?
Normally around £250,000 (trust, pensions, ISAs, cash on deposit, offshore funds etc). If you have less call us anyway. We want to help.
And your maximum?
Currently, we are comfortable in advising portfolios of up to £25m.
If we don't meet your minimum portfolio size, what about minimum household income?
Normally clients, who are building wealth with our help, have at least 6-figure incomes.
How do you charge?
Following a no-obligation in-depth discussion, lasting around 1.5 to 2 hours, exploring in detail your position, your objectives and your current arrangements, we will tell you in writing
- What we see as the issues
- What services we propose to improve your position
- The cost to you
Once you are clear about and comfortable with our bespoke costs and services to be provided and you instruct us to act for you we shall start working for you.
Where do you meet clients?
Normally, in our offices in The City (Token House map below). We also meet clients in offices in East Herts if that would be more convenient for you.