Many of our clients are Company Directors of Small-Medium Enterprises (SME’s) or large corporations who are approaching or at Retirement. They come to us because they are looking for expert help in considering their options and maximising their income in retirement using the wealth they have accumulated. At the same time they often want to protect their assets to pass on to the next generation.
Consequently our typical client will have already accumulated a minimum of £100,000 of liquid assets (cash, investments and pension funds) and are looking for advice at the family as well as the individual level. Many of our potential clients have often accumulated well in excess of £100,000 by way of ISA’s, pension monies and private investments.
We take a holistic view on all of our clients’ wealth and provide an individually tailored solution that fits with our clients’ expected growth requirements, time-horizon and attitude to investment risk. Our standard charging structure is a customer agreed fee of 1% per annum for the assets under our advice. For this we offer a range of services as detailed is our Client Service Proposition.
If you would like to see a copy of our Client Service Proposition please fill in the form by clicking on the link below and indicate the amount of assets you are considering moving to us for our services and we send you a PDF copy detailing the kind of service you can expect as a client of Centric Wealth Management.