We have created a range of advice services for customers to select from. These have been designed to meet the needs of our clients. We are happy to discuss how each option works.
Our one-off (non-transactional) service
For those that require a financial review but do not plan to invest money via us. This might include a general overview of your financial plan, or a summary of existing provision. It might be to consider the extent of your tax planning.
This service is available to all.
Typically, it is used by individuals and businesses.
Our one-off investment service
For those that require a financial review and are looking to invest via Professional Assured, but do not want any ongoing help thereafter.
This service is also available to all and may be used by accumulators with money to invest, businesses, and trusts.
Our ongoing portfolio service
For those that require a financial review, are looking to invest via us, and want our help on an ongoing basis.
This service is typically used by accumulators with money to invest, by those approaching, at, or in retirement, businesses and trusts who wish to invest for the medium to long term.
The majority of our clients ask us to manage their position on an ongoing portfolio basis. It’s up to you to decide what you want.
Pay for services you need.
What are you trying to achieve?
Our financial protection service
For those that wish to review and implement financial protection. This service is available to all clients and may be suited across all ages and business structures.
Our defined benefit service
For those that need specialist help with their defined benefit pensions. This service is suited to accumulators and those approaching, at and in retirement who have defined benefit pensions.
For further information,
please call us on 020 7256 9878
or email us advice@professionalassured.co.uk
and we will get back to you.