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FULL FINANCIAL ADVICE REPORT SERVICE
Prepared by Fully Qualified and Regulated
Financial Advisers with at least Fifteen Years Experience.
REGULATED BY THE FINANCIAL
SERVICES AUTHORITY
CALL US FREE ANYTIME ON 0800 6 95 75 94
USING THE BEST OF BREED FUND MANAGERS
AND PROVIDERS FROM THE WORLDS TOP INVESTMENT COMPANIES.
IMPARTIAL & ACCURATE
BESPOKE
PERSONAL FINANCIAL ADVICE REPORT
Full Financial Advice Reports - Be Informed
Are you concerned about your investment portfolio; do
you need some new, up to date, strategies for your money. Whether it is
income, growth or both you need, 2008 will present some challenges. I
will provide you with a full, comprehensive and entirely personalised
financial report giving you the best financial advice for the latest
risk strategies, portfolio planning, tax saving, asset allocation, top
performing funds and managers. As well as how to obtain any financial
product or service in the most cost effective manner, this alone can
save you literally thousands of pounds in fees and commissions.
I have been offering financial advice to private
Clients, Corporations and Local Government for twenty years. I now
manage the financial affairs for over five hundred carefully selected
Clients. My team based in York have direct access to the
best fund managers in the industry as well as
the best analysts, statisticians and global fund reporting services
available. It has taken me twenty years to gather the technical
expertise from the World's best to offer what I believe to be the best
financial advice available from any source. We hold regular face to face
meetings with the better fund management and insurance companies.
Working together as a team we offer the products and
services of the following providers plus many more.
Invesco Perpetual Prudential Standard Life Norwich
Union Axa Zurich Advice Network Fidelity Canada Life Sterling Cofunds 7
Investment Management Jupiter Gam Hendersons Gartmore HSBC Friends
Provident Allianz Resolution Asset JP Morgan Newton Schroders Scottish
Widows SG Asset. Also By Referral To St James's Place Plc.
I will provide you with the very latest and up to date
financial strategies from the best of the best in the financial
industry. Included in your report is a full financial risk profile
study based upon your responses during our one hour telephone interview.
We than utilise your personal risk study to analyse your existing
investments and savings holdings and combine this with the latest in
stochastic asset allocation modelling, create a new plan for your
financial holdings that will improve your chances of a better return,
reduce tax and management costs as well as reset the risk profile of
your holdings to match your current tolerance of risk.
We will also provide one years portfolio monitoring
and reporting to keep your new strategy in place. If you elect to invest
with is on a commission basis the full service report fee is refunded in
full.
Peter Hopkins Cert PFS
Director Financial-Adviser.com
Personal Financial Advice Reports
three service levels.
Platinum
Financial Plan |
100 Page
Fully Personalised and comprehensive Advice on all financial
matters. |
Fee £1500.00 |
Gold
Financial Plan |
75 Page
Fully Personalised and focussed on Investments |
Fee £750.00 |
Silver
Financial Plan |
Personalised
Report with Generic Financial Advice |
Fee £500.00 |
THE FEE FOR EACH REPORT IS
FULLY REFUNDED IF YOU INVEST £50000 OR MORE IN ANY RECOMMENDED FINANCIAL
PRODUCT.
For your Full Financial Report Please
Call Free on 0800 6 95 75 94.
Our Background.
Financial-Adviser.com is part of
Kilminster Financial Management Yorkshire) and is based in York. We have been in business over twenty years,
serving our Clients to the best standards possible, in plain English
terms and with a quality you can trust.