Our Approach to Money Management

Against a background of cumbersome administration for advisers and clients and a slowness of response from providers, our approach to money management aims to reduce the dependency on others for service, and in doing so, we look to utilize the most modern systems for investment management and administration.

Where appropriate for clients, we employ the use of secure online investment platforms to consolidate client assets in one place.

Such platforms can bring together all of your investments and pensions, allowing you to view them in a single place. They offer a collection of tax wrappers and an extensive range of investments supported by a clear and easy to understand charging structure and with no hidden extra costs.

So, rather than holding all of your ISA’s, pensions and other investments in different places, you can view everything at a single glance, cutting down on paperwork, giving you a clearer picture of how your entire portfolio is performing and in conjunction with us puts you in control of your investments.

Whilst these investment platforms may not be suitable for everyone, where they are it will enhance our ability to:

• Be better placed to offer a lifelong and holistic financial planning advice
• Monitor the appropriate allocation of assets across all investments
• Ensure better tax planning.
• Improve administration efficiency & reduce paperwork
• Act promptly and help you keep abreast of your affairs and respond in a timely way with the market 

For our clients this means:

• Peace of mind that your money is being managed effectively and closely and in line with your attitude to risk and objectives
• Improved value for money
• Time saved  with your administration
• It enables us to be more focussed on your financial strategy and requirements and have more time to be proactive and reactive to your needs
• Reduced complexity of your financial affairs, keeping things much tidier, streamlined to your needs and more accessible 

The systems we employ have been integrated into our overall proposition and enable us to deliver a consistent and reliable client experience that is flexible to the needs of our clients over the period of their financial lifetime.

If you wish to find out more about this approach to money management please do contact us.