let’s get your investments back on track
Do you need help managing your existing pension or investments?
Have you already got investments, an offshore bond or a pension, which isn’t being proactively managed towards your goals?
Are you tired of being passed between new financial advisers every 6-9 months, and looking to work with one person for the long run?
Do you want to make sure your wealth is structured to support your lifestyle, now and in the future?
I work with a wide range of investment platforms, offshore bonds, SIPP & QROPS providers, and may be able to help manage your arrangements without needing to surrender them.
If they could be in a better place with a different provider, I’ll make sure you know.
Frequently Asked Questions
Can I keep my original investment structure?
Usually yes. If the structure you already have is cost-efficient and provides access to a wide range of investments, or if there are prohibitive surrender penalties or tax consequences, in most cases I can manage your funds with the existing provider.
Do you work with providers other than those above?
Yes. The list of investment platforms, pension trustees and life assurance companies I work with is always expanding.
Will you consider alternatives to my current arrangements?
Yes. We’ll review your existing assets to make sure they’re in the best position possible to support your future. If I believe another solution is more suitable I’ll recommend it.
What if my funds or platform has a surrender penalty?
I’ll run a detailed analysis to look at the benefits of managing things where they are, or surrendering them and reinvesting the proceeds somewhere more suitable, from both a cost and performance perspective.
Get in touch, to find out how I can help you.
If you’re on a train going in the wrong direction, it’s better to get off at the next stop, instead of waiting for the end of the line.
The best time to get things moving back in the right direction, is today.