Jigsaw Private Client Wealth Management

At Jigsaw we appreciate certain clients, particularly high net worth (HNW) individuals, deserve and expect a service above the norm. Typically these people will be:

  • The owners of small to medium sized businesses
  • Professionals
  • Executives
  • Self Made People

For individuals that fit this criteria we are happy to extend our Private Client Wealth Management Service. Typically we will develop a relationship with you over years to help manage your assets to meet your long term goals whilst taking account of your current lifestyle and needs.

When adopting the Jigsaw Private Client Wealth Management Service to create a strategy for you we will consider and may recommend the use of products and services such as ISAs, Unit Trusts, Shares, Investments, Funds, Bonds, Pensions and Discretionary Fund Managers to name but a few.

The Process

We believe that for our advisers to create a meaningful strategy they will need to :

  1. Clearly Understand Your Goals
  2. Develop The Right Strategy To Achieve Those Goals
  3. Minimise Any Taxation Consequences
  4. Minimise Any Risks (or help you understand those risks)
  5. Provide Education Regarding Investments
  6. Develope An Appropriate Investment Strategy
  7. Monitor Progress Toward Objectives
  8. Review The Strategy Regularly

The Results

If both parties enter into the spirit of things the results can include a bespoke strategy designed to achieve your financial objectives utilising a range of top quality tools with which to take action. This in turn should give you peace of mind that comes from knowing where you are today and that you are on track to achieve your goals through a partnership with a quality firm working on your behalf.

A Financial Partnership

In our experience valuable financial partnerships between client and adviser only work if both parties commit to making them work. When meeting and dealing with our high net worth clients we have found they appreciate a no nonsense and honest approach. Equally for us to advise correctly we too need to know your circumstances and aspirations. When providing you with our “Jigsaw Financial Planning Strategy” you can expect from us; honest and proactive advice, telephone calls and emails returned promptly, a focus on results and practical solutions that work for you.

We have found that by following these guidelines and focussing on achieving your goals we can create results and therefore add true value. However all relationships require both parties to be committed to them and to achieve the best results we expect our Private Clients to:- provide input into the process, return telephone calls and e-mails promptly, complete and return paperwork as soon as possible and ask questions if something doesn’t make sense. We would also hope that you will give honest feedback on our service and provide a commitment to working with us going forward.

The Cost of our Private Client Service

We are typically remunerated for our services in two ways.

By Fees

  1. Our fees are always disclosed to you up front in a transparent and honest way. Typically they include some or all of the following:
  2. Strategy Fee – covers our discovery or full fact find of your circumstances, initial advice and your bespoke strategy. This is dependent on the amount of work required at outset and typically ranges between £500 and £1000.
  3. Implementation Fee – covers the cost of establishing policies to achieve the strategy. Again the amount of this fee will vary depending on what is required. This fee can be paid directly by you or offset against commission which may be paid by a product provider.
  4. Ongoing Review Fee – covers the cost of our ongoing advice and review. Typically between 0.5% and 1% of funds under management.

These fees include

  1. Ownership Of The Strategy (Jigsaw Financial Planning’s Intellectual Capital)
  2. Accurate Implementation (Professional Responsibility)
  3. The Jigsaw Financial Planning System – Strategic Research & Development and Investment Research
  4. Ongoing Advice

By Referral

We constantly grow our client bank via referrals from existing, happy clients. We firmly believe that our clients will mix with like minded individuals and that therefore:

  • Like attracts like
  • We will have reduced marketing expense which in turn reduces our costs
  • Time saved is used to add client value

For more details and a free, no obligation consultation please contact us to see how we can help, or call 02380 004444.

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