Supporting our clients’ aims
We implement bespoke financial plans for our clients, to safeguard capital, increase investment performance, reduce costs, protect the family and prepare for retirement. For companies and trusts we need a thorough understanding of the business or charities’ aims. We can thereafter assist with the review of existing group schemes of charity funds, make appropriate recommendations, implement the changes and manage the situation.
After an initial free consultation we spend time building a comprehensive picture of our client’s financial position. This will involve a fact-finding session, an analysis of current and future expenditure and an assessment of attitude to risk and capacity for loss. New clients are asked for details of existing pension, investment plans and life/medical policies held and are asked to sign a letter of authority to enable us to liaise with the providers and thereby gather research.
Once our Administration Team have received all of the research from providers, our Research Team will analyse the same and, with our client’s objectives in mind, determine their suitability. Aspects such as performance, costs, options and terms are checked and with the help of a Fleet Street Wealth adviser, we will help formulate our suggested strategy going forward. This is the foundation upon which our relationship and ongoing advice is based.
When making recommendations, we draw upon the whole of the marketplace. Unlike many firms, we have no ties to companies and you can therefore be assured that the advice we give is independent and unbiased.
Once a client’s position is correctly established, it is imperative it is regularly reviewed so that investment opportunities are seized, performance is checked and any risks are mitigated.
Our review process includes a compressive assessment of your finances and allows us to revert to clients with details of performance, charges and recommendations on what changes, if any, need to be made.
Our investment approach
As an independent advisory firm, our investment approach is built on rigorous research and analysis of the market. We understand that our clients have complex requirements and we work with the largest financial institutions to design bespoke solutions to address these. This may involve us sitting on an investment board to provide oversight on your financial affairs, issuing advice on ethical investments or bringing balance to your portfolio.
What we do
Services for individuals
We are one of the largest providers of financial advice to the Bar. We also have a strong foothold within the solicitor, underwriting and media sectors however personal clients come from all walks of life through individual referrals and from professional bodies.
Services for businesses
Our corporate proposition is based on close connections with business owners and managers. We strive to understand the differing needs of growing and thriving businesses and how to meet them effectively. Establishing and advising on aspects of occupational benefits and investments is a particular forte.
Services for charities
We work with many of the main legal charities and advise on both their charitable obligations and management of funds. By working closely with some of the largest investment houses and discretionary fund managers, we can help to ensure the trust’s interests, and those investing in charities monies, are aligned.