Remember my Financial GP will arrange a no obligation introductory and scoping meeting to introduce his services, understand your objectives and goals and to ascertain whether his firm can help you look after your financial affairs for the future years that lie ahead.

My service is purely providing an introduction to my endorsed business expert and the best way to get his fast and prompt attention is to contact me directly so that I can personally recommend you to him, as you are a person that I know is truly deserving of my introduction to him.

Surina Mangat

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My 'Financial GP' challenge you to obtain a quote from your legal sources in the above areas of law that will beat our competitive prices.

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A quarterly report incorporating a strategic asset allocation applied to your portfolio is produced by the discretionary investment management surgeon allowing my financial GP to keep an eye your investments, a biannual valuation report will also be presented at an annual review meeting. An investment manager who will be responsible for managing your funds on a regular basis will also be present at your annual review meeting.

My Financial GP acts as an agents and undertakes due diligence on the investment management firm and will have full discretion on your part to terminate the relationship with the firm and reappointment another investment team acting in the full interest of you, his client.

He will provide benchmark statistics on your portfolio and track the results of your actual portfolio versus the chosen relevant benchmark. He intends not only to negotiate down charges but to focus on achieving performance above benchmarks on a strategic long term basis.

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The service is designed to meet the stated ethos of increasing and preserving capital, to work within the established criteria of your individual mission plan, and to ensure that your direct investment in commercial property complements your financial plan prepared in conjunction with the Financial GP.

The usual model provided by mainstream agents is to locate and advise on the purchase of a commercial property the investment in return for a fee based on up to 2% of the purchase price. The agent may provide intermittent advice regarding rent reviews and if he builds a good relationship with his client the agent may well be instructed to dispose of the property at some point in the future.

However the agent retains no long-term interest in the performance of the property and frankly he has no incentive to do so since the substantial acquisition fee has already been paid.

My Financial GPs model takes a different view i.e. since the performance of the property investment is paramount, we believe that as your property advisers, we should be directly involved from the time the investment is first identified until it is ultimately sold.

This involves not only advising on the investment purchase, but also managing the property throughout the period of ownership, providing regular appraisals of the property's performance and recommending actions to be taken that will maximise the long-term return of the property.

His Commercial property consultant will advise onthe most appropriate time to dispose of the property, which in most cases will be once all of the investment angles have been maximised to your benefit, but which may also be linked to market conditions, unexpired lease criteria.

His charges are designed to reflect our ongoing commitment to your investment, offering substantially reduced acquisition and disposal fees, and a modest annual management fee.

So instead of 2% fees charged by mainstream agents on BOTH the acquisition and sale price, we are able to offer:

Acquisitions Fees: Up to £1m – 0.75%
Over £1m – 0.50% of the purchase price /br>
Management Fees – From £350 per annum
Sale Fees – 0.75% of the sale price.

This unique service, tailored to your exact investment requirements, is only available to clients of the Financial GP. He operates a completely transparent fee structure with all charges and costs specifically agreed at the outset of the appointment and absolutely no “commissions” or “incentive fees” paid to any third parties (including any other companies in his group) for introductions or other arrangements.

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With excellent relationships with all of the main banks and contacts with a number of smaller lenders, which means that he can offer a broad range of financiers.

He can assist you in procuring your commercial finance and there is no charge for this service on the basis of your recommending three clients to our group. This substantial saving on your commercial finance requirements adds further value to you as our private flat fee client.

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We have introduced a strategic tax services to look at your strategic tax planning in the areas of

Income tax
Capital gains tax
Inheritance tax
Corporation tax

Again it is very important to have your personal and business affairs looked at by expert who can add value incorporating your future goals and my since transferring over my tax bills have reduced by half.

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The Financial GP has chosen to be a non- profit partner where his share is fully rebated back to his private flat fee client, thus reflecting lower accountancy fees payable.

This new model sees his profit rebated back to the private flat fee clients, delivering the most competitive accountancy fees backed by the excellent service of a large accountancy firm. This service is most certainly different to others offered within Britain as no partner wishes to give away his profits to his clientele. He does! This is his way of adding value to you and improving cash flow further.

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Solicitors do not make money on entry when making a will, but make money on exit, on executing the will.

As this article in The Independent explains, what can go wrong and why is it so important that your loved ones only pay minimal fees on your hard earned estate.

My Financial GP's Legal Services does this the right way and at a price which will be more competitive than the quote you bring to the table.

As this further article explains how loved ones have been profiteered up to 40% of the estate in acquisition costs.

Frances Gibb of the Times shows us how there are calls for tough regulation after some beneficiaries report paying companies tens of thousands of pounds in fees .

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They don't charge you but take their commission from the financial services provider.

The other being where they charge you on an hourly basis and rebate any commissions generated from the financial services provider.

There are also firms that charge you a fee as well as retaining their commission from the financial provider, which I have personally and unfortunately experienced.

The third which is my financial GP’s model, where you pay a transparent flat fee and here 90% of all initial commission is fully rebated back to the client and where appropriate, renewal commission is retained. These commissions are not only related to financial services products, but mortgage procuration fees are also rebated at this level.

All the services provided by my Financial GP surgeons have been negotiated to be fully discounted and he retains no financial interest in this deal thus maximizing further value.  Where you get someone who is genuinely  interested in your life and tunes your financial planning accordingly.

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His inspiration to specialize in lifestyle financial planning stemmed from his thesis which he wrote whilst undertaking his MBA at the University of Leicester from 2004. His thesis was on “remuneration and customer value”. His research proved that clients prefer to pay a transparent, flat fee and receive greater value by way of services rendered- That is ‘why they want their cake and eat it!’

He decided to go down this journey to maximize his clients’ value. In return from his satisfied clients, he requests recommendations. As a result of his work in the community as well as applying this theoretical model in reality, he received a fellowship from the Institute of Business Consulting, part of the Chartered Management Institute.

Many of his surgeons are also looked after by this strategic financial planner- the so-called Financial GP. He certainly thinks strategically, looks at your file holistically and in his meetings strives to apply his mission statement to your case study being:

“Increase capital, preserve capital and enjoy your current
lifestyle knowing that your future is financially secure".

My service is purely providing an introduction to my endorsed business expert and his details will be released upon contact.

To meet him personally at our upcoming event "Meet The Business Experts" click here

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