Keeping our clients in touch with their money is of paramount importance to us, so being a member of our Portfolio Management Service means that our clients get a consistent and proactive service when it comes to how their investments are looked after.
Whether you are investing for your retirement, your children’s education or for any other reason, our proactive management service means that you will always know what your money is doing. The Portfolio Management Service gives you some excellent benefits including;
• Retained as your investment adviser to collate all your personal financial information from both national and international providers
• Provision of a dedicated Financial Adviser and a comprehensive advice process including access to sector specialists where required
• Detailed Cash Flow Modelling service at a preferential rates
• Investment and pension plan valuations provided on request and online where available
• Dedicated telephone line service for ongoing support
• Annual Review including full portfolio evaluation and strategic overview together with an agreed number of interim reviews
• Webinar invitations and prestige events with Keynote industry speakers
• Regular economic commentary from leading market analysts
• Specialist Mortgage Service with discounts on fees
• Tax services review and access to specialist professional connections on request
• Repatriation and Expatriation Services for internationally mobile clients
• Alerts and timely reminder Texts on key financial deadlines and anniversaries
• Access to deVere Foreign Exchange at market leading rates
• Relationship and exclusive access to the premier brands in wealth management
• An annual appraisal of your key protection and life assurance needs
• An annual evaluation to maximise the use of all available ISA, Pension and other tax allowances to maximise the efficiency of your investments
As a WMS member, your personal deVere United Kingdom Financial Adviser will sit down with you at the start of your relationship and design a bespoke financial plan focussed completely on your aims and objectives, both short, medium and longer term. When it comes to planning for your retirement or children’s education planning we will work with you and provide full calculations factoring in growth and inflation will be given to you so you know what the monetary aims are.
With year-round access to your Financial Adviser via telephone and email as well as regular meetings, your portfolio will be continually monitored to ensure it continues to meet each of your aims and your attitude to risk through any life changes.
With an extensive annual report showing all of your investments and the underlying breakdown of those investments, you will always where your money is and what it is doing. The Portfolio Management Service offers exceptional value for money with transparent and competitive fees of 1% per annum based on the value of your investments.
Email [email protected] to find out more.