Most of my clients are referred directly by other clients and solicitors. The four things you need to know about how I operate my investment planning business are:
1. Clients funds are diversified across at least 5,000 securities across the globe to reduce to zero any chance of permanent loss.
2. The focus on long-term total return so that clients always have the same level of cashflow withdrawals, regardless of short-term performance, which are not accessible for income tax.
3. I have a higher standard of care through my fiduciary declaration. That is, I have processes and reporting standards that go beyond the minimum legal requirement of the "prudent person" rule.
4. Before investment all clients confidently know that their long-term objectives can be met by using my service. I report, in layman's terms, that they know I am doing my job and meeting their needs.
If you wish me to show you the Investment Policy Statements I prepare for my clients or Investment Reports then let me know by emailing me at firstname.lastname@example.org