Managing another person’s assets? We can help them Prosper.
You may be managing another person’s assets as a trustee, have been appointed lasting power of attorney or acting as a deputy. As you will be looking to protect the interests of another person, you will have a number of duties and responsibilities and would benefit from the advice of a qualified professional.
You will be looking to ensure that you are making the right decisions for the beneficiary’s financial future and are avoiding any costly mistakes.
“The service was exceptional and we were given an in depth insight into our situation and options.”
Paul & Angela Mitchell
Gain peace of mind about the money that you manage and be confident that any investments are going to deliver practical results based on proven strategies.
MAKING SURE THAT EVERYTHING IS COVERED
You may be faced with a number of different choices and the decisions you make will have a profound affect on the beneficiary’s long term financial security. We take you through the options available to you and help you to make the decisions that best suit the beneficiary’s short and long-term needs.
ENSURING THEY ARE PROVIDED FOR
The rules surrounding trustee investments are complex. As a trustee you have many responsibilities to look after the needs of your beneficiaries and to diversify assets. We help you to ensure that you are carrying out your duties and ensuring that their financial future is secure and that they are being provided for in the best way possible.
GROWING THEIR WEALTH
We will manage their investments so that you can feel 100% confident that the right decisions are being made on a consistant basis that will ensure the long term growth of the beneficiary’s assets and security of their financial future. We are regulated experts with a proven track record for growth.
We make sure that any investments are diversified and risks are managed.
Welcome to our Prosper service.
Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.
We believe that everybody deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.
The service focuses on three main areas…
Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show how different scenarios will affect your long-term security.
By developing a comprehensive Financial Plan, we enable you to take control of your finances and focus on getting you to your goals as quickly as possible.
With a Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.
Have a listen to what our clients have to say…
PROFESSIONAL, THOROUGH AND CLEAR
“Dan has been completely professional, very thorough, and (most importantly) very clear in explaining what can sometimes be quite complex scenarios to non-financial minds. The team has made the process a very simple one and we look forward to continuing to monitor our financial situation with their help going forward.”
Steve & Sarah Bays
"You explain things in simple language."
"You offer a high level of personal service, making me feel valued."
"You make us feel that we matter."
"We never feel rushed to make a decision. The detailed reports and online information is excellent."
of our clients say our advice is easy to understand
of our clients say they get value from our service
of our clients say we care about their needs
of our clients say they are "extremely happy" or "very happy" with our service
of our clients would recommend us to a friend
of our clients say they trust us to look after their best interests
The discovery meeting is all about finding out about you. We need to understand what’s important to you, and what your primary goals are for the future. We ask a series of questions that are designed to get you to focus on what you want from the rest of your life. Our clients find this process extremely valuable and enlightening.
By now you will have received a printed proposal outlining our costs. In the Fact Find meeting we will start a comprehensive data analysis of your current and future spending patterns as well as looking at your current income, expenditures, and looking at details of what assets and liabilities you have.
During this meeting we will run through your financial plan and look at different scenarios and the routes you can take to achieve your goals. Using our planning software you will immediately be able to see the benefits of any products or investments we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.
Now that we have set out your goals and have a clear financial plan in place to achieve them, we can begin implementing an investment management portfolio or arranging the appropriate financial products. Now you can sit back and relax as we work hard to help you achieve the life you dream of.
Get your free mini guide on
Managing Another Person's Assets
This FREE Mini Guide is perfect for you if you are planning to take on managing another person's assets as a trustee, attorney, or deputy.
Read what our clients think of our service...
See what sets us apart from other independent financial advisers...
Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR
A DIFFERENT APPROACH
We focus on so much more than just your financial planning. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.
Click below and discover our Prosper service.