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Julie Hepworth, Group Regulatory Manager, Perspective Financial Group To say that this is a significant year for IFA firms would be something of an understatement. We all have less than a year to ensure our overall RDR readiness and, therefore, while some might see this as the end finally in sight, others will be concerned[.....]
There are ways to make your client bank more attractive to potential purchasers, explains David Hesketh , group M&A manager at Perspective Financial Group Ltd. ‘Client segmentation’ is a common issue raised in advisory circles as is the accompanying notion of working your client bank in the correct manner, and getting the most out of[.....]
Leedhams spent the initial time with us and continue to meet us on an ongoing basis to ensure that our finances are managed in line with our changing needs. Through their expertise they have provided us with a healthy, well managed growing portfolio with regular communication. Importantly, we now have a feeling of trust, reassurance, stability and the knowledge that they know us personally as clients, not just as an account.
B Warden, client of Leedham IFA
The main benefit of working with Rutherford Wilkinson was it made me rationalise my retirement planning and identified more clearly when I would be able to afford to retire. Initially I thought I would have to take my pension early in order to retire but it became clear I could retire early but use my savings to fund this. Now I’ve got all my investments in one vehicle making it easier to monitor and therefore easier to plan for future retirement.
P English, client of Rutherford Wilkinson
I have been a client with Applewood in Oswestry for over 18 years. Karl Hartey and his team have been most helpful and available at all times. The support team are always happy to answer queries and refer me quickly if there is a problem. They are courteous and friendly without being familiar. I am kept well informed of any changes required in these difficult times in the world of finance.
J Kenyon, client of Applewood Wealth Management
Equilibrium Wealth Management Limited has provided advice to ourselves, since 2002, in respect of the Company Pension Scheme together with Death in Service and Income Protection Plan for our 53 members of staff. They have provided a consistently high standard of advice and the annual reviews have provided our employees with good quality market appraisals on which to base their fund investment decisions. I would happily recommend them as providers of sound, timely, professional advice.
Corporate client of Equilibrium Wealth Management
As always, the help given to me has been courteous and professional... never in all the many years of our association (and this is what I value most) have you or your staff ever not returned my calls. I am now retired and feel very confident that you are always looking after my interests.
N Maidman, client of Platinum Portfolios
Perspective Financial Group Limited does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Services Authority.
The FSA does not regulate taxation and trust advice. The value of your investment can go down as well as up and you may not get back the full amount invested. Your home may be repossessed if you do not keep up repayments on your mortgage.
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