The Solutions Service

This complete service in one meeting and a report will give you solutions to your current concern, whether it is simply about your portfolio performance or some complex problem. We meet people in most of the major cities in Britain and Paris, Geneva, Brussels, Amsterdam and Dublin. People have previously asked our advice about:-

• - whether their private bank / asset manager's last report shows a reasonable return compared to what has been possible
• - how to preserve their capital
• - how to obtain a return above inflation and better than deposit, after all charges, in today's markets (optimal asset allocation)
• - whether their current banks are 'safe'
• - what they need to do to obtain their own financial independence
• - how to reduce a particular UK tax bill
• - whether they should invest in property
• - what they need to do upon emigration to Italy, the USA, and to South Africa
• - whether they should take a QROPS pension and if so what are the tax ramifications in both countries, and what the best buy is

We often work with other wealth managers and financial planners across the world by delivering specialist local knowledge.

Our 'Solutions' service (previously known as 'Second Opinion') analyses and comments impartially on your current financial situation using the international financial planning practice standards as the framework for our report to you, and answering your current concerns.

Extra: First Chapter in your Financial Plan

When we write your report, we also include the first Chapter to your Financial Plan. The 'Outline' Chapter tells you where you are, what it is going to cost to achieve your objectives, whether you are on track to achieving them, and what are the most effective changes you can make to way you manage your money to better achieve them. Our report is usually 10 to 15 pages, and can be commented upon online if you want to highlight areas to discuss, and printed.

We then add pages in your Financial Plan to answer your specific questions.

We have run this service for subscribers to Bloomberg Money, Money Wise, Money Observer, and for readers of The Independent with good consistent feedback from them and editors which you can read on our testimonials page.

Impartiality

Internationally we are known as 'fee-only' advisers, which commonly means we have no source of earnings from any party other than clients. In the UK this is rare: almost every other firm you might talk to accepts commission. The result is that we have every reason to suggest an upgrade path for your money for better performance, that other firms may not suggest because it reduces their commission.

What is included in our service

1. Free telephone consultation

We ask to talk to you to agree what results you would like from the service, to indicate what is possible, to confirm that we can deliver solutions, and to make sure that if we deliver the answers you want, for the fee we quote, that will be 'of value'.

2. Report

Using our proprietary technology, we create a financial model of your life so we can test it to see the effect of the solutions we have in mind for your concern. Using this methodology we have a coherent and simple way to confirm that our ideas will have a better overall outcome. Our report also details the means by which to implement the solutions we have in mind.

3. Meeting

Often we can achieve much by going through the practical application of our educational tools in your case, and help you make your decisions. Many clients find this assistance makes the initial design choice of risk and return pairing in the portfolio simple, and can immediately understand how that translates into how to achieve the most return for the risk you have selected.

To Start

Register with us at 'client join' above, and use the Portable Factfind™ to tell us about you. We will contact you by telephone for your free telephone discussion during which we will ensure we understand what you want, whether we can deliver it, and whether it will be worth to you the fee we will be asking. If you have been introduced to us, our fee is reduced by half (normally £450). VAT is also charged if you are resident within the EU.