How we look after your money

At Executive Advisory Services, we have been looking after people’s money for over 20 years and we have used this experience to inform our decisions about how we look after your finances and how we can add value to the process of growing your wealth.

To help us understand your views on and attitude to investment risk we will ask you to complete a risk profiling exercise without any input from us. This together with discussions with you about the findings will indicate the level of investment risk we can include in any recommendations that we make to you. We will also help you identify any other risks that you face and help you decide how to deal with these. When we invest money, we use both active and passive funds, in the belief that they can both add value to your portfolio.

Once we have agreed a strategy with you, we will then give you three alternative investment options. We can provide the traditional bespoke solution where we tailor a portfolio to your individual needs however, this can be very costly to administer and does not suit every investor. For many the advantages of this approach are outweighed by the increased costs associated with running a portfolio on such a basis. Therefore we have engaged the services of various fund groups to provide a more standardised approach for groups of our like-minded clients. This means that you will be able to access previously unaffordable investment management tools at a fraction of their normal cost.

Our Preferred Portfolio Service offers a range of investment strategies for groups of our clients that are designed to reflect your risk profile and will include an asset allocation to suit your needs and to help you achieve your goals. The portfolio managers ensure that appropriate due diligence is done on each and every investment that is included. Different styles of investment are blended to help stabilise returns and you will be able to access special investment managers, previously only available to large institutional investors. This service will mean that you will benefit from the same techniques employed by large wealth management companies who would routinely require you to invest a minimum of £500,000+ in order to qualify as a client but at a cost that is affordable to any investor.

You may already have some money invested with an Insurance company or are looking for some of the benefits that only they can offer. In this case, we are happy to recommend their funds which are known as Insured funds. This process is more time consuming than using our Preferred Portfolio Service and this will need to be reflected in our charges to you.

No matter which solution you select, our role is to be your risk manager and investment coach. We will inform your decisions and help manage your expectations.

The value of your investment can go down as well as up and you may get back less than you have invested.

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Please remember that the value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate taxation advice. Equity release: This is a Lifetime Mortgage. To understand the features and risks, please ask for a personalised illustration. There may be a fee for equity release advice. The precise amount of the fee will depend upon your circumstances.

Executive Advisory Services Ltd
67 Lower Road . Cookham . Maidenhead . Berkshire . SL6 9HF
Telephone: +44 (0)1628 532320 . Click here to email us