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| Financial Advice – Private Client Service The Financial Conduct Authority does not regulate tax advice. |
Contact Us on 01277 487920 |
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 Initial Meeting Establish your goals and objectives and identify your attitude to risk. Portfolio Construction Portfolio design and construction with emphasis on asset allocation. Implement investment strategy. Portfolio Management Monitoring of portfolio on a monthly basis. Recommendation of any changes to portfolio following our review process. Re-weighting of asset allocation if required. Six monthly valuation statements. Communication Phone calls and emails returned within 48 hours. Comment on any issue that you may have or provide a second opinion on new ideas. Tax Planning Service Reviewing any impact of Inheritance Tax along with ideas and solutions. Providing strategic information and updates to your Accountant and other professional advisers. Supplying end of year taxation information (as required). Review Process Our annual review service. SIPP Service Value added strategies using Self Invested Personal Pensions (SIPPSs). Specialist advice for owning business premises. Removing Hassle Taking the complexity and hassle out of administering your financial affairs. Dealing with all your existing paperwork. Pension Service Providing you with a guide as to what your benefits will be in retirement. Recommending a funding strategy to meet your retirement aims. Reviewing your State Pension provision. Managing your Pension Drawdown arrangements. Website Access Access to live valuation on our Wealth Management Platform. Useful documents and latest news and developments. |
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Crocus Wealth Chartered Financial Planners Private Client service
