Free Indicative Calculator & Meeting Guide
Free Indicative Calculator & Meeting Guide 1

Written by Sebastian Elwell

October 17, 2020

Unique Offer for Fiduciaries

Free Indicative Calculator & Meeting Guide

Are  your clients getting the best investment advice?

Use our indicative calculator to receive a free guide to keeping an eye on your clients’ investment advice.

Your guide includes benchmark fees and costs for a range of potential investment strategies typically used by professional attorneys, deputies and trustees. It’s the ideal reference guide to help you ask the right questions and decide whether your client is getting value for money.

 

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For You and your team

 

You can use this calculator for every individual client, helping you to get a quick idea of standard charges based on your client’s portfolio amounts. This gives you a great starting point for reviewing investment advice and its cost.

Whether you have an investment review scheduled, have just completed a review, or would like the opportunity to reassure yourself that your clients are getting the most from investment advice, our free guide can help you make sure everything’s in order.

Ask the right questions

We know that professional solicitors and accountants are busy and need to be able to get straight to the point when it comes to protecting client interests.

This free guide includes a detailed checklist, helping you to understand the rationale and direction behind the investment recommendations for each individual client. Having this checklist on file means you can show that you have been asking the right questions of the investment adviser, protecting your client’s interests every step of the way.

It will also help you to see whether the fees and costs incurred by your client are reasonable or whether you could get better value advice that works for your client’s specific circumstances and needs.

Informed change

By asking the right questions of your clients’ investment adviser, you can begin to see where there may be gaps in knowledge or advice. This helps you to fulfil your responsibilities as a fiduciary and enables you to show clearly that you are proactively working with your client’s other advisers to protect their best interests.

Once you complete the calculator, your personalised guide will be emailed straight to you. It will include a benchmarking table for fees and charges, a checklist to use with your clients’ financial advisers to make sure they’re doing the best job, a guide to investment styles, considerations for financial planning and details of our dedicated fiduciary services.

Need further helps and advice?

We offer a range of services designed specifically for fiduciaries. Ask us about our Initial Appraisal Report – a personalised factual report that analyses the risk, and benchmarks the cost and performance of your client’s existing investments against the solutions researched by us from across the whole of the market.

We can also provide an Initial Suitability Report, which is a fully-detailed financial analysis, including a cashflow plan and formal recommendations. Investments are selected from the whole of the market on an advisory or discretionary service, to meet your client’s needs.

 

 

 

STEP Advising families across generations
Free Indicative Calculator & Meeting Guide 3
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PFS Awards

I started Switchfoot Wealth to offer financial planning that matches the way we live and work today. Using the best technology and offering expertise gained through both formal qualifications and years of working closely with clients, we are bringing financial planning into the 21st century, helping people, businesses and professional advisers make the most of their time and their money.

– Sebastian Elwell FPFS TEP

Switchfoot Wealth Founder

Read more about Switchfoot Wealth

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