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I.S.M. Solutions |
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About Us |
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Sound Technical Knowledge All our I.F.A.’s hold, or are working towards, the Advanced Financial Planning Certificates. This ensures that we offer our clients the highest levels of technical expertise. Our typical client is a highly qualified professional. We expect our advisers to at least mirror the academic standards and levels of professionalism demonstrated by our clients in their own field. Some of the areas in which we are erudite are listed below: Primary Specialities · Capital Investment Guidance on investment solutions requires a careful analysis of a client’s tax efficiency, investment objectives and their overall portfolio (including asset allocation and risk profile). New investment opportunities typically encompass both traditional and alternative vehicles, whilst considering the client’s lifestyle requirements, overall financial security and liquidity needs. · Tax Planning Our advice considers many aspects of the UK taxation system. We work with associated firms of solicitors and accountants to ensure we keep abreast of the latest and most effective tax-mitigation tools. Legacy and trust options are considered, where appropriate. · Wealth Creation Guidance in designing a long-term portfolio. Our services range from conception, through to management of existing or mature portfolios. Our sophisticated software systems aid in regular portfolio pricing, balancing and analysis. Ancillary Areas · School Fees Planning · Retirement Planning · Medium Term Savings · Personal & Family Protection Superior Professional Service Our clients enjoy the highest standards of service. An initial review is conducted at our Fenchurch Street offices. Where appropriate a subsequent meeting is arranged to discuss the salient points of the recommendations proposed by the adviser.
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