Do you have more than £200,000 to invest but are worried that about your investment being in safe hands so you choose to do nothing and leave your money earning virtually no return? Would you like to move away from your existing adviser but are concerned that you might be jumping out of the frying pan into the fire? Do you have underperforming investments inside your QROPS, SIPP or tax wrapper but are concerned that switching to another adviser will be too difficult and might upset your bank or your IFA?
To make the idea of switching more palatable Fiduciary Wealth are prepared to offer a risk guarantee if you have funds in excess of £200,000 available for investment. This guarantee means you cannot lose as we will offer to refund your first year’s asset management fees if you are not entirely happy with the service we provide.
Whether you have new money to invest or are considering switching funds from an existing adviser or bank this guarantee will give you the confidence to move forward with Fiduciary Wealth. To arrange a meeting to discuss your requirements telephone+350 200 50982 or email wealth@fiduciarywealth.gi.
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Kind regards,
Annelies Bos
Business Support Administrator
Fiduciary Wealth Management Limited
Tel: +350 200 50982 or +34 674 632 219
www.fiduciarywealth.gi
B20. You deserve a risk reversal guarantee
5 September 2018
