Vision › Targus Partners
Few people doubt the value of financial advice. Only by paying fees rather than commission can a client be assured of receiving genuinely independent, impartial advice. The cost of this has, in the past, precluded many individuals and organisations from considering this to be viable.
Usually working on a retainer, we deliver truly independent financial advice across a wide spectrum of areas with a structured approach. Our wealth management service covers global investments, formation of companies, foundations and trusts.
We provide significant cost savings on implementation in conjunction with fully accountable advice and a proactive and personal service. We are happy to structure a package to suit all needs.
For companies and organisations the benefits are equally compelling. We can advise on, implement and manage investment saving on both management time and cost. Our service also includes executive and shareholder wealth management and succession planning.
As with our individual clients, we will create a programme to match your needs and circumstances.
Accountable financial advice has to be paid for, most people would agree with that. The real point is that he, who pays the piper, calls the tune. If a third party for giving a client advice pays an adviser, how can genuine impartiality be demonstrated? Insurance and investment companies are extremely experienced in using commission to influence the advice given. The only way of being sure that the advice is only in your interest is to pay directly for it. Also, a genuine fee is almost always significantly less than a commission would be and clients enjoy a real benefit from this.