We put our clients at the heart of everything we do, and we’re proud to continually develop our services to not only add value but to make financial planning simpler. We’ve recently added two fantastic platforms that we’re excited to offer to our clients for free.
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We are pleased to announce that we have a range of benefits that are being launched in January 2022. This is something that has been 2 years in development, and we feel excited to be able to significantly enhance our financial planning proposition for our clients.
2 new “Model Portfolio” propositions
As well as being Independent and able to access the whole marketplace, we have launched 2 new model portfolios with our clients in mind. Most of our clients are approaching or in retirement and these portfolios reflect this fact and are managed accordingly. One is run in conjunction with a National Fund Manager allowing ourselves to have input into how they are managed with you in mind and the second Portfolios are managed internally in a different risk managed style to offer further diversification for superior ongoing management.
Bespoke Lifestyle/Retirement Modelling
This has really excited us. We have been looking for a system whereby we can properly risk manage your retirement and offer you the peace of mind your retirement is on track (or not). We are implementing new software that can accurately model/predict your retirement on a level we have not be able to before. This should give you the peace of mind that you can plan and enjoy your retirement knowing everything is on track.
Lifestyle Alerts
Our new systems can automatically alert ourselves if your planning goes astray and may be falling outside of your plans. It can also instantly provide solutions to get back on track. This provides full bespoke lifestyle planning to a level few can offer elsewhere and we are very excited to be able to offer this to you.
Discounted Estate Planning for Existing Clients
We have set up St Pauls Estate Planning headed by Mark Sephton and his team to offer a full range of bespoke Estate Planning services for our existing clients at discounted rates. This includes comprehensive Estate Planning, Lasting Powers of Attorney and Trust Planning to safeguard your family’s bloodline inheritance and protect against care costs.
