Taurus new client proposal presentation

Taurus Global Financial Advisers Ltd

My Contact Details:Skype: georgemigeod.

Viber: +44 (0)7809 116701.

Mobile: +44 (0) 7809116701.

E mail: [email protected]

Proudly different in our approach to financial advice.

Fiercely independent.

Directly authorised with the Financial Conduct Authority (FCA).

Fully qualified.

Rigorous ongoing professional development.

State of the art technology to assist you in achieving your goals.

My services for you:Wholly independent advice on the following areas:

Investment planning.

Life and term protection planning.

Inheritance Tax planning.

Pensions and annuity planning.

Your own secure client web site will be set up for you. This enables you to access your investments and pensions on line through Mac, Android and Windows technology.

Six monthly reviews on your investments.

Detailed risk profiling for all your investments.

Consolidation of old investments.

I will offer you award winning investment fund managers.

What I need from you:Full information of all your existing ISAs, pensions, cash savings, unit trusts and investment trusts.

Full information on your current circumstances.

Copy of your passport and a recent utility bill (for each client transacting with me.)

Your goals and aspirations for the meeting.

What I will do for you:Analyse your existing investments and pensions.

Ask you to complete a new risk profiling form.

Design an investment portfolio to match your current circumstances and risk profile.

Make recommendations as to what should be done with legacy investments and pensions.

Once recommendations are established then six monthly reviews will be arranged to ensure performance is on track to meet your goals.

In summary:I will always recommend what is right for you, not right for the product provider.

I will charge reasonable fees for this work and ongoing reviews.

I will show no bias as to whom I recommend for you.

You can contact me via your secure client web site, via Skype and on the mobile.

Investment Managers:Taurus Global is proud to offer access to the leading global and UK fund managers from around the world and can offer unique access to Goldman Sachs global expertise, as well as Schroders, Threadneedle, SEI, 7IM, Allianz Global Investors and Close Brothers.

These managers can be accessed with no initial fee to the client and thereafter low on going cost of ownership costs for the client.

These fund managers are available through all investment types: Sipps, ISAs, on shore and offshore bonds and monthly savings plans.

Through my wealth platform access is available to thousands of OEIC, unit trust funds, investment trusts, trackers and ETFs.

Multi asset strategic funds are a speciality.

So why Taurus?In the age of impersonal internet providers Taurus actually has personality and drive to get things done.

Taurus believes the firm can actually make a positive difference to client’s financial well being.

Long term savings discipline and state of the art technology can boost a client’s happiness with their investments.

Accessibility to Taurus’s expertise through various platforms: Viber, Skype, e mail, secure client site e mails and mobile.