What we can do for you - Our services...

Investments

We currently provide advice on all forms of investment, other than individual stocks and shares. In a rapidly changing investment world, we find it essential to 'think outside of the box' when it comes to asset allocation, whilst at the same time always ensuring that client risk is controlled. We do not believe in merely sticking to industry recognised benchmarks over a period of time, but will try to identify how clients' wealth can be protected from losses as far possible, but at the same time also identify when specific assets look good value and recommend tactical switches whenever possible.

 

Pensions

We can advise on all matters regarding both Corporate and Individual Pensions including Occupational Pensions and transfers. Advice is available on the full range of retirements options, including conventional, With-Profits and unit-linked annuities; alternatively secured pensions (income drawdown) and so called 'third-way' retirement products and Uncrystallised funds pension lump sum payments.

 

Protection

Advice is given on the full range of life and health protection options for both Corporate and Individual solutions.

 

Mortgages and Equity Release

We offer specialist advice for Equity Release and also now specialise in mortgages for holiday homes and the buy-to-let market, as well as traditional main residences.

 

Auto-Enrolment

Automatic enrolment is a Government initiative to help more people save for later life through a pension scheme at work by providing automatic pension benefits for the employed.

 

In response to demand from accountants, we can now assist employers in the process of choosing and setting up a scheme for auto-enrolment purposes.

 

Ongoing Levels of Service

We offer five levels of service and these are available to all clients, albeit with minimum annual fee levels.

 

Trevaunance

Trevaunance Wealth Management

This service is available to all clients. We will automatically carry out an annual valuation of investments held. An adviser will review these investments in light of your attitude to risk and current economic conditions. We will either recommend the rebalancing of your portfolio in line with your original asset allocation or, where a change is necessary to fund choice or asset allocation, we will either: contact you providing advice on which changes we recommend, along with the actions required; or where appropriate, invite you to contact us to review your circumstances and objectives and inform you of the changes which should be considered.

 

Prussia

Prussia Wealth Management

Please note this service is available by e-mail only. An adviser will continuously review your investments in light of your attitude to risk and current economic conditions. Should we judge that changes should be made to your portfolio, we will contact you recommending an appropriate change.

 

Typically we would envisage of the order of 5-10 switches per annum, with the minimum being an annual rebalancing of assets. We will also automatically carry out an annual valuation of investments held. This will be sent to you with an invitation for you to contact us to review your circumstances and objectives.

 

Kynance

Kynance Wealth Management

We will automatically carry out a bi-annual valuation of investments held. An adviser will review these investments in light of your attitude to risk and current economic conditions. We will then contact you to arrange an appointment to discuss performance of your investments relative to your objectives. We will review your circumstances and objectives and either, confirm that your investments remain suitable, or inform you that changes should be considered. As a minimum, we will annually rebalance your portfolio in line with your original asset allocation. In the interim period between appointments, each quarter, an adviser will review the performance of individual funds you are holding in relationship to suitable benchmarks. We will contact you if we judge that relative performance of any funds is unacceptable and provide advice on alternative options.

 

Penberth

Penberth Wealth Management

An adviser will continuously review your investments in light of your attitude to risk and current economic conditions. Should we judge that changes should be made to your portfolio, we will contact you recommending an appropriate change.


Typically we would envisage of the order of 5-10 switches per annum, with the minimum being an annual rebalancing of assets. We will carry out a bi-annual valuation of investments held. We will then contact you to arrange an appointment to discuss performance of your investments relative to your objectives. We will review your circumstances and objectives and either confirm that your investments remain suitable, or inform you that changes should be considered.

 

Porthgwarra Ethical

Porthgwarra Wealth Management

This service uses funds predominately screened by Ethical Investment Research Services (EIRIS) Ltd. An adviser will continuously review your investments in light of your attitude to risk and current economic conditions. Should we judge that changes should be made to your portfolio, we will contact you recommending an appropriate change. Typically we would envisage of the order of 5-10 switches per annum, with the minimum being an annual rebalancing of assets.

 

We will carry out an annual valuation of investments held. We will then contact you to arrange an appointment to discuss performance of your investments relative to your objectives. We will review your circumstances and objectives and either confirm that your investments remain suitable, or inform you that changes should be considered.

 

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