Myself

Myself

Why me

  • Very competitively priced. By charging a flat fee most wealthy clients could afford to use this service
  • For those with greater wealth it provides exceptional value for money
  • I am completely independent and do not provide investment advice. That is the function of the investment manager(s) and/or IFA appointed
  • I am completely independent and have no incentive to suggest that you meet with any particular investment management firm rather than another
  • Because I am not offering to manage your portfolio for you I have no incentive to find fault with your existing investment manager(s) should you already have one
  • I have over 24 years experience in the wealth management industry having worked for Royal Bank of Canada, Kleinwort Benson Private Bank, Schroders Private Bank, Cazenove Capital Management and Standard Life Wealth. All had very different investment styles and I’ve reviewed numerous portfolios over the years managed by many other investment managers
  • I may not have all the answers but I do know the right questions to ask

REGULATION AND COMPLIANCE

Should you decide to use the Independent Investment Consultancy service, and I hope you will, you will be responsible for all decisions which you take. My comments, whether written or verbal, should not be construed as me providing you with investment advice or specific investment recommendations. I am not authorised to do so and am not representing myself as being so. The Investment manager(s) or IFA that you appoint is responsible for providing you with such advice. This is what you are paying them for.