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Our approach

We are a client-driven association of like minded companies located in a number of cities around the World in foremost financial centres. Using our unique approach we are able to provide advice and support through the partnership and selected third parties in regards to wealth planning, mortgages, Tax property solutions, both commercial and residential.

Our process

The investment philosophy is underpinned by a proven process which ensures our clients achieve their financial goals.

The key stages of our process are:

  • Free initial consultation to establish your needs and financial objectives
  • Full summary report is produced from our consultation, prioritising your financial objectives
  • Client Agreement is signed*
  • Full Personalised Report is created with formal recommendations
  • Solution(s) chosen and implemented
  • Completion of legal paperwork
  • Regular reviews as agreed with you

For openness and transparency, the association is a true believer in fee based financial planning.  This will be used at every opportunity but can differ depending on the clients requirements and discussions with the client.

Establishing Your Risk Profile

We have a clear process which identifies exactly what type of investment strategy your personal circumstances, attitudes and objectives dictate. Most importantly this process ensures that the strategy continues to meet your requirements if and when your circumstances change.

Selecting a Spread of Assets for your Portfolio

Within the IUK Association we are flexible in terms of what funds chosen for clients aligned to the investment vehicle. Strategic asset allocation while being an important factor of portfolio performance, is not always the answer for every client. We work alongside our members and clients to offer the choice of using a panel of funds selected or model portfolios from various product providers, thus ensuring the client is happy and confident with the investments they are making.

IUK Fund Selection

We perform constant research, due diligence, and performance analysis of all the funds on our selected panel. These funds are reviewed, as a minimum, every six months and should the need arise in between for one or more of them to be removed or altered we do this. Our research is gathered from places such as City Wire, OBSR, Trustnet, Morningstar and Ibbotson Associates who are all recognised fund research organisations within the financial services arena.

Portfolio Monitoring

Each client is an individual in our eyes and as such they may need their portfolio reviewed every quarter or once a year. Using our dedicated back office systems software no client goes outside their agreed timescale thus ensuring you achieve your objective whatever life stage you are at. This could be as simple as reviewing your existing holdings annually, or helping you achieve your desired income through income drawdown arrangements or phased retirement.