- Working With You
Working With You
Our pirority is to make sure you sleep soundly, safe in the knowledge that you have planned for the future you want, protected from the vagaries of the market and certain of your strategy.
And as we take a long term view we offer stability and security for decades to come.
Wealth Management isn’t about selling investment products. Nor is it simply about tax planning or legal contracts. It may involve all these things but at Forty Two our first priority is to create order in our clients’ financial affairs. In short, we are in THE PEACE OF MIND BUSINESS
We’ll do this by helping you to:
- Make plans for decades ahead
- Manage financial risk more effectively
- Become financially better organised
- Consolidate and simplify your financial arrangements
- Understand and view your portfolio online and
- Reduce your tax liabilities
Here are some of things our clients have said:
“Forty Two allows me to relax knowing that my financial affairs are in good and trustworthy hands.”
“Thank you for the session. We found it very useful, it was as if a bolt of lightning had struck.”
“I would recommend Forty Two for its immediate response to any question asked, and for the guidance and support offered to quell any doubts.”
“Explanations of financial instruments are very clear, it is easy to ask questions. There is a very structured approach to investments and a clear strategy and I am always made to feel welcome."
“You and your staff make us feel that we are important to you.”
“Face to face interviews conducted by Alan are an excellent way to cut through complex matters and give clear and concise answers. The process sounds daunting, but the systems make it less so. The detailed analysis Forty Two supplies is also immensely helpful.”
“Without the quiet resolve and steadfast approach conveyed, coupled with direct and concise delivery of complex information I may have found difficult events in my life even more unsettling. The amount of work involved transferring funds to Transact was farsighted and impressive. I am relieved and grateful to have the benefit of your professional vision realised.”
Your journey with Forty Two Wealth Management will follow these five steps:
The process we go through with you is all about helping you to identify your values so we can tailor our relationship with you. However, we have some values that we hold dear, regardless of the clients. These are:
As we take no commissions on sales of products, all our services are paid for entirely by fees. There is a fee for the planning process, which provides a plan you can manage yourself if you so wish.
All other fees are fair and transparent and defined by the size of the managed accounts annualised. Most clients choose to pay the fees from their investment portfolio.
Our fees are always disclosed and fully explained before undertaking any work on your behalf.