At Tisco we appreciate certain clients, particularly high net worth (HNW) individuals, deserve and expect a service above the norm. Typically these people will be:
- The owners of small to medium sized businesses
- Professionals
- Executives
- Self Made People
For individuals that fit this criteria we are happy to extend our Pivate Client Wealth Management Service. Typically we will develop a relationship with you over years to help manage your assets to meet your long term goals whilst taking account of your current lifetyle and needs.
When adopting the Tisco Private Client Wealth Management Service to create a strategy for you we will consider and may recommend the use of products and services such as ISAs, Unit Trusts, Shares, Investments, Funds, Bonds, Pensions and Discretionary Fund Managers to name but a few.
The Process
We believe that for our advisers to create a meaningful strategy they will need to :
1.Clearly Understand Your Goals
2.Develop The Right Strategy To Achieve Those Goals
3.Minimise Any Taxation Consequences
4.Minimise Any Risks (or help you understand those risks)
5.Provide Education Regarding Investments
6.Develop An Appropriate Investment Strategy
7.Monitor Progress Toward Objectives
8.Review The Strategy Regularly
The Results
If both parties enter into the spirit of things the resuls can include a bespoke strategy designed to achieve your financial objectives utilising a range of top quality tools with which to take action. This in turn should give you peace of mind that comes from knowing where you are today and that you are on track to achieve your goals through a partnership with a quality firm working on your behalf.
A Financial Partnership
In our experience valuable financial partnerships between client and adviser only work if both parties comit to making them work. When meeting and dealing with our high net worth clients we have found they appreciate a no nonsense and honest approach. Equally for us to advise correctly we too need to know your circumstances and aspirations. When providing you with our "Tisco Financial Planning Strategy" you can expect from us; honest and proactive advice, telephone calls and emails returned promptly, a focus on results and practical solutions that work for you.
We have found that by following these guidelines and focussing on achieving your goals we can create results and therefore add true value. However all relationships require both parties to be committed to them and to achieve the best results we expect our Private Clients to:- provide input into the process, return telephone calls and e-mails promptly, complete and return paperwork as soon as possible and ask questions if something doesn’t make sense. We would also hope that you will give honest feedback on our service and provide a commitment to working with us going forward.
The Cost of our Private Client Service
We are typically remunerated for our services in two ways.
1.By Fees - Our fees are always disclosed to you up front in a transparant and honest way. Typically they include some or all of the following:
• Strategy Fee - covers our discovery or full fact find of your circumstances, initial advice and your bespoke strategy. This is dependent on the amount of work required at outset and typically ranges between £500 and £1000.
• Implementation Fee - covers the cost of establishing policies to achieve the startgey. Again the amount of this fee will vary depending on what is required. This fee can be paid directly by you or offset against commission which may be paid by a product provider.
• Ongoing Review Fee - covers the cost of our ongoing advice and review. Typically between 0.5% and 1% of funds under management.
These fees include
- Ownership Of The Strategy (Tisco Financial Planning's Intellectual Capital)
- Accurate Implementation (Professional Responsibility)
- The Tisco Financial Planning System - Strategic Research & Development and Investment Research
- Ongoing Advice
2.Referral - We constantly grow our client bank via referrals from existing, happy clients. We firmly believe that our clients will mix with like minded individuals and that therefore:
• Like attracts like
• We will have reduced marketing expense which in turn reduces our costs
• Time saved is used to add client value
For more details and a free, no obligation consultation please contact us to see how we can help, or call 0800 169 2827 and ask for Andreas Hunter or Mike Denton.
Next Steps
If you are interested in finding out more about our Private Client Service we would suggest the next step is to meet up. These initial meetings last no longer than an hour and are without cost or obligation. Please
contact us to arrange a convenient time to meet up or call 0800 169 2827 and ask for Andreas Hunter.
At Tisco we appreciate certain clients, particularly high net worth (HNW) individuals, deserve and expect a service above the norm. Typically these people will be:
- The owners of small to medium sized businesses
- Professionals
- Executives
- Self Made People
For individuals that fit this criteria we are happy to extend our Pivate Client Wealth Management Service. Typically we will develop a relationship with you over years to help manage your assets to meet your long term goals whilst taking account of your current lifetyle and needs.
When adopting the Tisco Private Client Wealth Management Service to create a strategy for you we will consider and may recommend the use of products and services such as ISAs, Unit Trusts, Shares, Investments, Funds, Bonds, Pensions and Discretionary Fund Managers to name but a few.
The Process
We believe that for our advisers to create a meaningful strategy they will need to :
1.Clearly Understand Your Goals
2.Develop The Right Strategy To Achieve Those Goals
3.Minimise Any Taxation Consequences
4.Minimise Any Risks (or help you understand those risks)
5.Provide Education Regarding Investments
6.Develop An Appropriate Investment Strategy
7.Monitor Progress Toward Objectives
8.Review The Strategy Regularly
The Results
If both parties enter into the spirit of things the resuls can include a bespoke strategy designed to achieve your financial objectives utilising a range of top quality tools with which to take action. This in turn should give you peace of mind that comes from knowing where you are today and that you are on track to achieve your goals through a partnership with a quality firm working on your behalf.
A Financial Partnership
In our experience valuable financial partnerships between client and adviser only work if both parties comit to making them work. When meeting and dealing with our high net worth clients we have found they appreciate a no nonsense and honest approach. Equally for us to advise correctly we too need to know your circumstances and aspirations. When providing you with our "Tisco Financial Planning Strategy" you can expect from us; honest and proactive advice, telephone calls and emails returned promptly, a focus on results and practical solutions that work for you.
We have found that by following these guidelines and focussing on achieving your goals we can create results and therefore add true value. However all relationships require both parties to be committed to them and to achieve the best results we expect our Private Clients to:- provide input into the process, return telephone calls and e-mails promptly, complete and return paperwork as soon as possible and ask questions if something doesn’t make sense. We would also hope that you will give honest feedback on our service and provide a commitment to working with us going forward.
The Cost of our Private Client Service
We are typically remunerated for our services in two ways.
1.By Fees - Our fees are always disclosed to you up front in a transparant and honest way. Typically they include some or all of the following:
• Strategy Fee - covers our discovery or full fact find of your circumstances, initial advice and your bespoke strategy. This is dependent on the amount of work required at outset and typically ranges between £500 and £1000.
• Implementation Fee - covers the cost of establishing policies to achieve the startgey. Again the amount of this fee will vary depending on what is required. This fee can be paid directly by you or offset against commission which may be paid by a product provider.
• Ongoing Review Fee - covers the cost of our ongoing advice and review. Typically between 0.5% and 1% of funds under management.
These fees include
- Ownership Of The Strategy (Tisco Financial Planning's Intellectual Capital)
- Accurate Implementation (Professional Responsibility)
- The Tisco Financial Planning System - Strategic Research & Development and Investment Research
- Ongoing Advice
2.Referral - We constantly grow our client bank via referrals from existing, happy clients. We firmly believe that our clients will mix with like minded individuals and that therefore:
• Like attracts like
• We will have reduced marketing expense which in turn reduces our costs
• Time saved is used to add client value
For more details and a free, no obligation consultation please contact us to see how we can help, or call 0800 169 2827 and ask for Andreas Hunter or Mike Denton.
Next Steps
If you are interested in finding out more about our Private Client Service we would suggest the next step is to meet up. These initial meetings last no longer than an hour and are without cost or obligation. Please
contact us to arrange a convenient time to meet up or call 0800 169 2827 and ask for Andreas Hunter.
