His aim is to provide an investment management service to his private flat fee clients where appropriate and negotiate special corporate discounts on both the discretionary investment management services fee and the total expense ratios on the underlying funds. This will bring further transparency, openness and integrity to his business and most importantly as an outcome to maximise value to his clients.

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.

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

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