I have been a thorn in the side of the investments managers and their experts since 2017, over their lack of commitment to investing for the wider good, it seems that the Regulator is making it compulsory to consider ethical, social and governance issues when advising.
After all, investing is for the medium to long term, not a quick gamble on what is currently topical.
Fortunately, the government is providing political certainty, something that has been absent for several years.
The lack of political certainty and the notorious October 2022 budget, that trashed the UK markets and our country’s reputation as a safe place to invest, is behind us.
I believe it’s timely for me to restate the benefits of taking advice from a small firm, such as ours.
What you get is
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Individual “bespoke” portfolios that take your values seriously.
We share those values and focus on ESG issues, but more than that, we embrace each client’s values and preferences.
We don’t run any centralised investment portfolios, however tempting it is to do so to manage the workload. -
Our style is to be personal , approachable and to have your questions answered within 24 hours;
unlike the banks and large firms who categorise blocks of clients and use technology to substitute for personal service. -
Unshackled
The financial sector, of which I have been a member for over 40 years, has continued to grow, whilst consolidating to a reduced number of larger banks and firms. Despite regular approaches, we have refused to give up our identity, preferring to avoid the straight jacket of other firms’ processes. -
We have access to the same technology but also don’t shy away from challenging the fund managers.
What I get is
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The pleasure of individual meetings – whether face-to-face or by online meetings – where we can see each other and have relaxed conversation to discuss your needs and discuss the direction of travel
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The benefit of better understanding your preferences and needs and anything planned that might have impact on your financial situation
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The feeling that I am meeting your expectations and even exceeding them
I have a small team supporting me and, one day, able to take greater roles in providing you with personal individual excellence of service and results.
In the meantime, if you cannot wait for ‘business’ hours my phone number is always with me 07967 500 384
Jan