Welcome to our new MINI Wealth Management Service with the benefit of MAXI research and reporting facility. Why the word MINI?

The general perception is, wealth management service is mainly for people who are very rich and many wealth management companies will not cater for someone who has less than £500,000 to invest. Some companies will go as low as £100,000 but that’s about it.

However we believe that every investor should have access to the wealth management service. With this in mind we have entered the arena of providing MINI Wealth Management Service with as little as £5000 to invest or already have similar investment and needs rebalancing.

What can you expect from MINI Wealth Management Service? First and foremost it is to do with any existing or any new investments. With this in mind this is what you can expect:

• Analysis of existing investments – highlighting how good or bad it is performing
• Bespoke Product & Fund research creating recommended product lists to meet individual requirements in line with clients’ risk attitude
• Asset allocation & model portfolios to meet clients’ aim and objectives
• An exceptionally wide choice of investments such as Unit Trusts, Oeics, Investment Trust, Life and Pension Funds, LSE listed securities i.e. UK and Overseas shares, Exchange Traded Funds, Cash, Pep, Isa, On and Offshore Bonds, Corporate and Government Bonds and Trust Investments.
• Online access to portfolio valuations and transactions history. You can also rebalance the portfolio quickly and simply with a click of the button.
• A lower cost of buying many investments.
• Completely transparent charges and the choice of paying for our services by commission or fees in form of Customer Agreed Remuneration paid by the client or product provider.
• The system of ‘getting invested’ in the bull markets and ‘getting into cash’ in the bear markets
• As at April 5th clients will receive Portfolio Valuation, Statement of Income, Cash Summary and Income Tax Voucher (if applicable)
• As at 5th October, full portfolio valuation.

In short, our MINI Wealth Management Service will provide faster operation, simpler control, greater flexibility and better service – providing complete diversity, with none of the complexity.

If you wish to take FULL control of ALL your investments that will provide you with superior capability to potentially increase the value of your investments, please contact us.

You may already be holding some of these investments

• Shares from nationalised companies
• Windfall shares
• Individually bought shares in UK Companies
• Shares in Overseas Companies – within recognised Stock Exchange
• With Profits Bond
• Investment Bonds
• Offshore Bonds
• Paid up Personal Pension Plan
• Executive Pension Plan or Section 32 Buy Out Plan
• SIPP (Self Invested Personal Pension)
• SSAS Pension (Small Self-Administered Scheme)
• SERPS – Contracted out – Personal Pension Plan
• Trust Investments
• Unit Trust
• Investment Trust
• PEP
• ISA – Cash and Stock and Shares
• Corporate Bonds
• Government Bonds
• Exchange Traded Funds (ETF)

Bring them into a MINI Wealth Management Service, rebalance them within your circumstances. The concept of MINI Wealth Management Services revolves around beating the Market before it beats you.

Contact us today without any obligation.

WEALTH WARNING: All types of investments involve risk. MINI Wealth Management Service allows you to benefit from the vast diversity of product and provides you with complete control and flexibility. Therefore when selecting any investment/s you will be provided with Key Features Documents that will provide all relevant risk factors involved.

Contact: Balu@scorpiofs.com