Investment Planning Service
Many clients have capital to invest which they may have built up over a period or may be from an inheritance or sale of a business. It is important to obtain professional advice to ensure that your money works for you to help you towards financial independence.
A lot of our clients want:-
- the right level of safety and security
- a better experience than they've had in the past
- to work with somebody who has their interests at heart
Our investment advisers work with you to structure the best plan to suit your personal circumstances and objectives; they will carefully explain all options to you. Most importantly, our investment advisers meet with you regularly to review your investments to ensure that they remain on target.
Yates & Co's Investment Planning Service has been carefully designed to meet the needs of clients with between £25,000 and £200,000 in investable assets. The key benefits of this service are:-
- Expertise: we have researched and brought together some of the world's leading investment specialists to help us to provide this service.
- Choice: additional fund choice, not usually available to the retail investor.
- Ease of transactions: one point of entry to access your portfolio and arrange transactions.
- Reduced administration and paperwork: consolidated income and capital gains tax statements from one source to help simplify tax returns; reporting, transactions and monitoring from one secure online platform.
- Lower investment costs: the avoidance of marketing and sales costs for the fund management groups and the purchasing power of the service results in favourable discounts on initial and annual management charges.
- Reviews: easy, regular reviews to reduce risk and increase returns.