Investment Management

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Proposition

Our independence means that we are able to offer advice on financial products, prepare recommendations and develop investment strategies across the ‘whole of the market’. This enables us to ensure that our clients are able to receive the most suitable solutions for their specific needs and therefore maximise the benefits of effective financial planning.

For our investment proposition, we are looking to:

Maintain our independence and the provision of impartial advice

Reduce the dependency on product providers for service delivery

Apply a standard and easy to understand charging structure

Develop improved on-line access capabilities

Reduce paperwork for our clients

Provide more comprehensive investment monitoring

Offer a wider range of investment options

Reduce the complexity of client’s financial affairs

Deliver improved value for money

Offer a more pro-active and structured service to meet our clients needs

Provide ‘peace of mind’ that client money is being managed effectively and closely in line with identified investment objectives and agreed risk parameters

The investment marketplace is constantly developing and we are committed to ensuring that we are able to deliver competitive and comprehensive solutions, whilst also investing in leading administration systems to be able to provide a quality and sustainable service to our key clients.

It is also our belief that the formation of strategic partnerships in the financial services sector is a ‘key’ requirement and implementation of leading IT platforms so we can deliver a more robust investment proposition.

Having conducted a high level of due dilligence, we have adopted ELEVATE as our primary administration system for the ongoing management of our client portfolios.

Through the implementation of efficient structures and processes, we are able to be more focussed on your financial strategy and investment requirements.

Authorised and regulated by the Financial Services Authority (ref:473119). Statehouse Consultancy Limited is an Appointed Representative of Statehouse Financial Management Limited. (copyright)2009.