'Advisory' Service
Our 'Advisory' Service is an integrated wealth management private client service at our intermediate level.
All private clients have access to advice from their own wealth manager, investment 'Best Buys', and our wealth management blog providing our best solutions to date.
For a fee of less than 1% per year on assets under management, on the 'Advisory' level of service we also provide:-
- our Tax Return service
- our Best Buys
- 'buy' and 'sell' notifications on individual securities
- Portfolio Annual Report
- Planning Annual Report
This book accompanies the Stage II course, which clients will want to take to agree their business, global tax, risk and cash management strategies at or close to retirement
To start this service
Please contact us by email and we will contact you in order to arrange our first meeting.
To enquire about this service
People generally take up this level of service after the 'Stage I' course, to achieve better performance on their assets, and to continue to seek our advice until they are close to achieving their own financial independence. When they are clear about which country they wish to live in when 'independence' is achieved, and how they want to live, and what work they want to do, they are invited to take the Stage II course to agree all relevant wealth management decisions in one, cost-effective briefing.
If you have questions about how it would work for you, we'll be pleased to talk to you. Contact Irina Iordanova at our main office by telephone [t: +44 (0)84 4804 5170] or by email here.
We are happy to discuss your requirements in English, Spanish, French, Italian or Bulgarian.
Quality of Advice
We never take commission. We work to the highest standards of tax advice in the UK. If you need an answer to a technical question, you will be speaking to a 'Chartered Tax Adviser'.