Demystifying Investment. Total Independence.

 

​Why do I need a consultant?

 

The financial world often seems to deliberately aim to confuse.  Obscure terms, complex and voluminous paperwork and occasionally an unwelcome smugness can put those trying to conduct business with a financial institution ill at ease.
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To complicate matters further, one simple word can have very different meanings across the industry.  For example the word "moderate" when assessing risk.

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Sitting with you, on your side of the table.

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So how can you tell that your affairs are being handled appropriately?

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My role is to sit with you in your meetings with your advisers, on your side of the table, ensuring that you fully understand the approaches being recommended and followed, and that your advisers complement each other so that your requirements are being met.

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I can also assist with manager selection, where my client is new to the world of investment, or a change is necessary.

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I am there to make sure you are getting the best out of your wealth managers.

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Over 30 years of experience.

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With over 30 years of experience advising clients on their wealth matters I am ideally placed to ensure that your advisers are working together to meet your objectives.

 

I sit with my clients, on their side of the table, providing CLARITY and ensuring your providers are COMPLEMENTARY and COST EFFICIENT.

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