A tailored independent portfolio review service aimed at reducing costs, cuttin out unnecessary expenses, and maximising returns.
A tailored independent portfolio review service aimed at reducing costs, cuttin out unnecessary expenses, and maximising returns.
At Patterson Mills, we have developed a range of investment solutions for all types of client. However, when looking at the marketplace, it struck us that the overall advice costs can be eye-wateringly high. Experience tells us that these costs are also not always openly transparent, leading to surprise costs further down the line.
Frequently, these inflated costs are by way of high commissions and/or set-up fees which can significantly reduce the return of a Client’s investments.
We believe that all advice costs should be clear, fair and transparent. This way, our Clients avoid any concern of being met with unknown up-front, fixed or increased costs over many years, or being tied into unsuitable and inflexible long-term plans.
We do not take any commission on the products we recommend.
We make sure that you are able to make fully informed decisions. This comes from minimising the use of Jargon and ensuring that you understand each part of the process.
With our Portfolio Review Report, we have created a service aimed at reducing costs, cutting out unnecessary expenses, and maximising returns.
The content of our report will include:
Analysis of your existing product structure for unnecessary fixed costs.
Notification of any lock-in periods and/or exit fees.
Portfolio performance compared to suitable benchmarks.
Advice on liquidity of assets held taking into account various market conditions.
Review of your investment objectives and plan rated to identify any immediate needs or gaps.
Comprehensive strategic proposals to help you take action to address immediate needs, plan appropriately for the medium-term as well as the longer-term, and optimise your investment returns.
To find out exactly what our tailored independent portfolio review report entails, you can download our independent review process document.
Our independent portfolio review service is tailored to each client and provides an in-depth insight into issues that some clients did not know were possible.
To book a free initial no-obligation meeting, get in touch today by filling in our contact form.
Patterson-Mills Sàrl acts as an Appointed Representative of Lawsons Network AG. Any financial advice is given as Appointed Representatives of Lawsons Network AG, a member of SO-FIT (a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries. SO-FIT is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes).
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