Pensions & Investment Advice - Wealth Management

As a member of Opesfidelio network, we represent Wealth Management for the discerning investor

Clients can expect professional service backed up by due diligence with a ban on funds and products that are deemed "not client friendly". We employ wealth management for your investments supported by a UK professional service. Our advisers have high integrity and only select those funds and products that are regulated and provide a portfolio based on your risk, financial goals and time frame.

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Support

We assist our clients to achieve their goals simply by offering specialist advice linked to flexible low charging products with fund rebates.
We will conduct a full review of your current investments to allow us to demonstrate the most effective method to achieve target returns; if you do not currently have an investment we will provide a tailored solution targeting your future financial goals.

Always there for you

We offer you an ongoing professional service and support regardless of your location. We provide quarterly fund review and economic based opinion, as well as optional meetings or an annual review. All this keeps your investments working hard to maximise returns.

Mission Statement

We aim to assist clients shape their future and provide quality advice to them, whilst offering the highest attention to detail with an efficient administrative service to ensure complete client satisfaction.

Investment Advice

Aimed at clients who are seeking specialist investments, and wish to avoid high commission charges, unnecessary costs, as well as those who wish to save for their future.  ...
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Wealth Management

Aimed at clients who require a specialist plan utilising cash flow forecasting and projected returns linked to risk and net investments. It requires a fee to be paid.  ...
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168 GLOBAL WEALTH OFFERS

  • • Quarterly Newsletters to keep you advised of current market conditions.
  • • Highest service levels offered in the industry from knowledgeable advisers.
  • • Annual review of your investment, and the option of regular meetings.
  • • Full Investment portfolios based on an agreed strategy.
  • • Return to UK service for clients returning "home" if the UK is your home of course, to ensure continuity whatever your future holds (think health, as well as job dislocations).
  • • Specialist pension sign off and access to UK advisers who will be able to assist all clients (G60 signature), via the Opesfidelio network.

Frequently Asked Questions

How long does the initial meeting take?

The first meeting will usually take an hour to two hours. 

Will I be informed of all cost / charges?

Yes, we will provide clear and transparent costs & fees through every step of the advice process.

Will I be sold a product like a bond?

We are independent and will recommend the necessary solution, which is not linked to a particular product or type of product, but based on best advice.

Will I be provided with literature?

Yes, we start with online risk questionnaires, a Fact Find and Client Agreement. Advice is based on Suitability Letters or Exec Summary as well as investment Reports.

When can I expect contact from my adviser?

This is agreed between you and your adviser, but generally at least once and up to 4 times per year.

FREE REVIEW
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    ONLINE APPOINTMENTS

    Initial Consultation • 1 hr|Free
    Introduction to our service and to understand your requirements

    Review • One hour per client

    Open chat