Our Centralised Investment process
Apologies if this section appears to ramble on a bit, but we think it’s important to give you an idea on how we operate our investment and pension fund advice process, so that you can get an ‘under the bonnet’ view of this process from start to finish. The agenda is as follows;
- Detail of the Retail Distribution Review (RDR) legislation effective 1/1/2013
- The Investment Process
- Our status as both independent and restricted advisers, and why we operate under both these guises
- Provider charges analysis
- Provider selection
- How underlying funds are managed
- How tax efficiency plays a role in our advice
- Our service Packages
- Our ‘Outside the box’ investment service.
If you don’t have time to read through this whole document, feel free to skip to the sections under the headings that you wish to focus on and are important to you.