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A Lifetime of Financial Advice

A Lifetime of Financial Advice. Wise Financial Consulting. Who are we ?. Gavin Wise - IFA 16 years Experience Wise Financial Consulting Ltd Formed 4 years ago Independent Financial Advisers. What do we do?. Pensions – Group and Personal Retirement Planning Investments Savings

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A Lifetime of Financial Advice

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  1. A Lifetime of Financial Advice Wise Financial Consulting

  2. Who are we ? Gavin Wise - IFA 16 years Experience Wise Financial Consulting Ltd Formed 4 years ago Independent Financial Advisers

  3. What do we do? Pensions – Group and Personal Retirement Planning Investments Savings Family and Personal Protection Mortgages Estate planning and IHT mitigation Long Term Care Planning Wills

  4. Solutions Individual Solutions within a Grouped Environment

  5. NEST • Main Issues : • Limited Fund Choices • One Size Fits All • You are on your Own ! • No Annual Reviews

  6. Typical Issues - GPP • Client invests in pension with adviser and never seen again • Wonder why your pension is performing poorly? • Investment returns depend on AMOUNT invested but also how the money is MANAGED

  7. Example Returns 5 year Growth figures • Halifax Cautious Managed 7.2% • Investec Cautious Managed 32.8% • HSBC China 17.5% • Newton Oriental 66.1%

  8. Solution • Factfind on all Individuals • Financial Health Check • Individual Solutions – not one size fits all • Eg Risk Ratings versus Age • Equities versus Fixed Interest • How much to pay in ? • Monthly Fund Management - RSM • Advice Line – IFA to talk to • Proactive

  9. Added Value • Why ? • Employees feel more valued • Happier work force • Loyalty • Respect

  10. Summary A Lifetime of Financial Advice Professional & Proactive Approach Customer Led Experience

  11. Questions & Answers ? How much Pension £ ? 65 60 55 50 Age ?

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