This is often called wealth management but with so many ways and means to do this how do you decide which is right for you?
Here at Premier Medical UK our aim is to help you accumulate as much wealth as possible and attain specific goals through the investment of cash and savings.
Using an exploratory and consultative approach supported by sophisticated research technology and the latest computer software we will help you.
Whatever amount you have to invest, lump sum or regular savings, we will evaluate your needs
(income, capital or a mixture of both from your investment) consider your wishes (how much involvement you want to have with investment decisions) clarify your concerns (attitude to risk) and assess your tax status against the tax efficiency of the various solutions. We can then utilise the most appropriate opportunities from the vast array of financial products available.
This enables us to address the purpose of your investment plan; what you are investing for (buying a holiday home or children’s education) against the appropriateness of your current arrangements. We can help prioritise your goals and structure your planning to achieve your objectives.
Our complete service will help you to manage your plan, once set up, to ensure it is on target for and continues to match your stated requirements.
In addition we offer an Investment Portfolio Management service where we will manage all your investments, whatever company they are with and whatever the investment product used. This way, past present and future investment plans can be co-ordinated with your objectives in an efficient, cost effective, easily accessible programme that provides a level of service and support that cannot be bettered within the industry.
To find out more about our Wealth Management Planning ring 0845-6756749 or clicking here now.
This is either on an Advisory (non-discretionary) or Discretionary basis both of which are available through Premier Medical UK.
Advisory Management Service is where any transaction on your investment portfolio only takes place once you have been advised of a proposed change and you provide official authority to proceed. By establishing a ‘knowing your client’ relationship we can create a personal service geared to your financial objectives.
Discretionary Management Service is where a dedicated asset manager will make decisions about allocation and stock selection without having to defer to you each and every time. It is done within a framework of aims, goals, directions and restrictions agreed with you, at the start of the arrangement and through out the life of the plan. You receive details of any action taken, regular reports and reviews.
We provide this discretionary fund management in partnership with Barmac Asset Management, an investment boutique who have years of experience and combine the best qualities of portfolio management with specialist research and risk control, with a bespoke approach to portfolio construction and investment solutions.
Both management styles enable us to work on your behalf within an investment strategy, with a different degree of flexibility, driven by your objectives.
To analyse which of these styles would suite your situation and circumstance please ring on 0845-6756749 or clicking here now.