High Net Worth Investors
Admiral Asset Management specialise in working with high net worth investors.
As a person who has worked hard to build up your assets over time, you’ve already proved yourself a wise investor. If you’re now looking for professional advice on the best way to protect or maximise your investments, we can help.
we specialise in working with high net worth individuals
As usual, our emphasis is very much on providing you with a personal service, with expert advice that takes your unique circumstances into account. We will commit to looking after your financial affairs and if you are on the annual review or pro-active service we will contact you regularly to keep you up-to-date. We are also available at any time if you need to contact us.
We appreciate that you want to get on with your life without undue worry over investments, pensions and inheritance tax. To that end, we have developed two levels of service, or programmes, designed specifically for someone in your position;
The Annual Review Programme
This programme is aimed at clients who require an ongoing service.
Those clients, who have assets under our management of at least £100,000, will automatically be included in this service. For existing clients the initial fee of £500 will be waived and there will be no monthly retainer fee.
this programme is for you if you have £50,000 or more to invest
This programme will be appropriate for you if your main concern is that your portfolio is being regularly monitored and reviewed. We will help you manage your investments, savings, pensions and tax considerations.
As part of the service you will have the opportunity to meet with us each year for a full review of your financial arrangements. We will also provide a half yearly valuation of your portfolio.
The main features of this programme are:
- There is a monthly retainer of £50.
- If you have a minimum of £100,000 under management, no monthly retainer fee will be payable.
- Your file will be kept updated so that we can respond in a timely manner to your request for service.
- There will be no additional fees for updating your file.
- You will receive a Half Yearly valuation of your portfolio.
- You will receive Bulletins and Email Newsletter Updates as applicable.
- You will receive Tax Tables and a Budget Summary.
- An Annual Review meeting will be available at your request for no additional charge
- Additional or mid-term Reviews will be available; however this may incur an additional fee.
- Commission and/or fees will be agreed with you before starting on any additional service you request.
To find out more about this service and whether it is appropriate for you, please feel free to call us now on 01472 357035.
The Pro-Active Programme
As the name suggests, this programme is a totally pro-active service.
Those clients, who have assets under our management of at least £500,000, will automatically be included in this service. For existing clients the initial fee of £500 will be waived and there will be no monthly retainer fee.
this programme is for you if you have £250,000 or more to invest
If you require a more personal service, on-demand if need be, this programme will be appropriate for you. We anticipate that you will understand the risks in investing and that your main concern will be that we actively manage your investments.
As part of the service you will receive yearly and half yearly valuations of your portfolio. You will also receive additional valuations on request at no cost.
In addition to a personal annual review, we will keep your file under review and advise you if we feel you should consider any new opportunities that arise. There will be no additional charge for drawing these opportunities to your attention, although there may be fees or commissions if you decide to act on any recommendation.
The main features of this programme are:
- There is a minimum monthly retainer of £250.
- If you have a minimum of £500,000 under management, no monthly retainer fee will be payable.
- Your file will be kept updated so that we can respond in a timely manner to your requests for service and pro-actively advise you where possible.
- There will be no additional fees for updating your file.
- You will receive a half-yearly valuation and mid term valuations will be available on request for no additional fee.
- You will receive a Personal Annual Review but additionally we will keep your file under review and advise you when we feel you should consider any new opportunities that may arise for you.
- You will receive Bulletins and Email Newsletter Updates as applicable.
- You will receive Tax Tables and a Budget Summary.
- Additional or mid-term reviews will be available at your request.
- Commission and/or fees will be agreed with you for each service prior to work commencing.
To find out more about this service and whether it is appropriate for you, please feel free to call us now on 01472 357035.