WHERE WILL YOUR MONEY BE INVESTED?
We have complete freedom to prepare the perfect investment solution for you because we are a true ‘whole of market’ firm.
Our investment proposition is designed to provide the strength and flexibility to support the financial plan we create at every stage. It could include a Model Portfolio Service or a Bespoke Portfolio Service with a dedicated Investment Manager, both of which deliver a diversified and risk-managed portfolio.
The value of your investments can go down as well as up, so you could get back less than you invested. Past performance is not a reliable indicator of future performance.
Our charging structure is simple, transparent and fair across both our financial planning and trust corporation services. It would be true to say we’re not the cheapest wealth management consultancy you could find, nor are we the most expensive.
With a company like ours, you should judge the fees you pay against the service and the rewards you receive. As we have explained already, our financial planners look after fewer individuals than a typical wealth management company and are, as a result, able to afford each one more time and attention. In terms of that equation, we are confident the value we offer our Members is unrivalled in the marketplace.
So, why won’t you find any figures on this website?
Simply because our fees, like everything else at eightfourtwo, are tailored to your individual needs. We make sure we provide you with everything you pay for without charging you for any benefits you don’t receive. That means Members with more wealth do not supplement the cost of services provided to Members with less. All will become clear as soon as we have established a road map for your journey with us.