VIDEO INTRO TO BE UPLOADED
My vision is to connect people to a service that provides them with them with financial peace of mind and security that many seek in life. My main sources of clients will be from direct and indirect marketing via referral schemes with local business with high volumes of walk in business.
Through implementation of suitable financial planning techniques, investment and cash flow management strategies the overall financial arrangements of the masses will be improved upon. Clients can get the things they want out of life whilst having the financial side of life planned and prepared for by an industry professional.
Having invested my own personal funds in individual stocks and more client friendly investments I have built an understanding of financial markets like no other. My own personal investment has allowed me to earn passive profits and gain invaluable knowledge and experience above and beyond what can be taught.
The Limited companies ongoing servicing fees will increase year on year as new clients are brought on board and retained clients portfolio's increase in value. This will increase the companies funds under management as years pass with ever increasing ongoing servicing fees. Clients will be acquired indirectly and directly. Through referral schemes via local businesses with high volumes of walk in customers, word of mouth and me directly marketing my services to people I meet I will be able to acquire new clients with ease.
My number is 07702 313 743 if you would like to have a more in depth chat before investing or becoming a prospective client.