What we do
Wealth management,
designed for life
We always work with the client in mind, by delivering bespoke financial solutions.
Existing Fee Analysis
Bespoke Financial Solutions and Asset Management
Streamline your portfolio
Investing your money is a complex – and often problematic – process. As such, it is almost inevitable that, over time, your investment portfolio can become somewhat overcomplicated and difficult to manage. To help you get to grips with this, the team here at Capital Associates have devised a highly efficient and results-driven Existing Fee Analysis service.
In essence, the term ‘Existing Fee Analysis’ refers to the process of thoroughly auditing and analysing an established portfolio in order to identify opportunities to improve performance and streamline investment strategy. This could involve consolidating investments into a smaller yet more effective package, spreading your financial liabilities by expanding into new territories, or even liquidating all of your assets and embarking on an entirely new investment journey.
What we do
Investments
Pensions Planning
International Estate Planning
International Tax Advice
Existing Fee Analysis
Mutual funds Investments
Notes & Bonds
Personal 1 to 1 Planning
ETFs
QROPs
SIPPs
Comprehensive Analysis
We can suggest sensible measures which could enhance your existing investment portfolio, without the need for any additional financial outlay on your part.
This includes a comprehensive analysis of each individual investment, looking at the reasoning behind the initial investment, its performance to date, and any changes to applicable legislation.
All this information is then channelled into delivering a detailed and bespoke investment proposal, which can then be adjusted or revised according to your feedback.
About us
We’re serious about delivering financial excellence at every stage of the process, and are renowned for meticulously devising bespoke service packages tailored precisely to the specific requirements of each individual client.
Our clients come to us for many reasons. They might be seeking to explore new and exciting investment opportunities, consolidate an existing portfolio, or simply take steps to safeguard a secure financial future for their family. Whatever the objective, we have the expertise, insight, and expertise necessary to make that vision a reality.
We know we can help in securing your financial future –
Simply get in touch.