How we do it

We provide a private and personal website for every client to view and store all financial information. This delivers an on tap, convenient, efficient, time saving and combined financial management solution allowing our clients to interact with us when convenient for them through secure messaging facilities. The individual site provides our clients with access to unique tools that enhance how they access and manage their financial information.

Within our clients private websites sits the industry’s highest rated wealth wrap platform * giving access to over 4600 collective investment funds, over 1000 Exchange Traded Funds (ETF’s) and in excess of 5000 individual shares through which we can adopt an Active Investment Strategy. Tax wrappers can be utilized around these funds with full accessibility for Individual Savings Accounts (ISA’s), Self Invested Personal Pensions (SIPP’s) and Individual Personal Pensions (IPP’s).

For clients who do not wish to make their own, or have us support investment decisions Passive Investment Strategies can also be selected using the same wrappers. Instead we would effectively outsource Investment Management to one of two investment companies. Our Passive clients can invest into a pre selected strategy with the world’s largest Manager of Managers who held funds under management of £268 Billion as at April 2011. 

This Manager employs 2000 staff around the world in 14 offices and also won the Service Provider of the Year Award at the annual MMI (Money Management Institute) Advisory Solutions Industry Leadership Awards Ceremony in California in April 2011. We have a further UK based investment Management company that provides additional pre approved strategies and who held £3 Billion under management as at May 2011.

The costs associated with direct engagement with these two investment managers can put them out of reach for most personal clients. Certain investment strategies would require a minimum of £20 Million to get started. Our clients are given a passport to invest into funds otherwise unreachable through their relationship with us.

Whatever Investment Strategies are chosen sees us able to provide Real Time Valuations (RTV’s) on a dashboard at the touch of a button via any Smartphone Application (APP) – IPhone / IPad / Tablet / BB / PC / Android etc. We pass no initial charges on Investment Fund providing our clients with savings of up to £5250 on every £100000 invested. The only cost for the funds are the varying Fund Manger Annual Management Charges (AMC’s) however through our platform up to 50% of the annual fund manager charges are rebated to our clients investment portfolios.

This unique system has the same 128 Bit 5 layer socket security and protection as on line banking and was awarded the following at the Financial Times Money Marketing Awards in April 2011. 

 * BEST USE OF TECHNOLOGY *

* 21 GOLD STARS (the highest number when compared to other industry systems) *

* E Excellence rating – SIPP  ( Self Invested Personal Pension )*

* E Excellence rating – IPP  ( Individual Personal Pension )**

 

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