We avoid unnecessary fees to best place our clients with the maximum fund allocation possible. All fees are confirmed in advance of any recommendations made, offering a clear and transparent position.
Our clear and transparent approach to fees & costs sets us apart from other companies who often have hidden charges within “adviser fees/AMC annual management charges”.
Our expertise in multi jurisdictional positions - utilising chargeable events rules places our clients with a simple yet effective structure with which to drive their financial product through a complex global market.
By ensuring simplicity of product, focus on fees and costs, places the client at the centre of our recommendations to ensure ongoing financial well being in a ever changing financial marketplace.
The service delivered to our clients is at the heart of everything we do. Our business model and processes are built around our clients to ensure we deliver only the highest standards of client care. Andrew Caddick.
As a multi-jurisdictional Adviser of Investment & Pension solutions our concern is only for our clients who are empowered with the choice of financial freedom gained from correctly positioning their Investments & Pensions correctly and inline with their needs and goals.
Andrew has been at the forefront of developing best practice in the administration and delivery of financial recommendations for over 20 years in the International market place. The service we deliver to our clients is at the heart of everything we do.
Our business model and processes are built around our clients to ensure we deliver only the highest standards of client care and understanding.
We provide a high quality service with all fees included and made clear from the onset.