This video presents the reaction from different individuals to the first course we offer.
We run two bespoke in-house courses for clients. The primary purpose of these courses is to help attendees make good decisions for life concerning wealth management. We cover tax, wealth planning choices and asset management. The first course deals with all the decisions relating to a change of lifestyle or country. The second deals with assets in retirement, contingencies, business transition and estate planning.
On the half day course, we map how clients can achieve above-average performance for themselves. We also offer the use of our investment tools, together with a carefully briefed, how these can be used efficiently.
What investment performance can be achieved?
'Best' performance from world markets currently means 5% to 7% as an annual trend after all charges.