For You?
The team at Alan Steel Asset Management won’t make you any outrageous promises and won’t insult your intelligence.
They simply make these firm commitments to you…
- First and foremost, you’ll get help to establish your precise, individual and family objectives. From here you will get all the help you need to get financially organised.
- Before making recommendations, you’ll benefit from a comprehensive review of your assets, and where necessary, specialists will be called in to look at key areas.
- You will be kept fully up-to-date with market trends and new opportunities, which could enhance your existing portfolio. And should any problems arise, they will be dealt with.
- You will never be recommended investments with a view to changing them later to earn more commission. However regular reviews will be carried out, to make certain your money and investments are always working at optimum efficiency for you.
- On your behalf, Alan Steel Asset Management will meet and monitor the people who are responsible for managing your money … the fund managers. This will be backed up with fortnightly internal fund monitoring meeting to identify the “rising stars” of fund management and ensure your funds are with the high achievers.
- Whenever you write, phone or fax you will be responded to quickly and efficiently. You’ll find the team informed, friendly and caring. Recognising you are the judge of the service you receive, means you can rely on us to ‘go that extra mile’ to earn your trust and loyalty.
- All your dealings will be treated with care and confidence. The goal is to create and protect your financial independence. You’ll work with a team of top professionals with experience across four decades, who are widely acclaimed by the financial media and critically applauded by the financial management industry.
Your 3 “No Risk” Guarantees
- When you meet with Alan Steel Asset Management to explore your financial options, you are guaranteed to leave the meeting with more insight, and understanding. In fact should you spend time with Alan or one of his team and not learn something new and valuable, they will pay you for your time.
- You don’t owe a penny until you are certain this is the right company for you…
Before you decide, a full Fact Find will be conducted. All relevant information is collected, consideration is given to all options available to you and you are sent an in-depth report. Not a word processed report, but something bespoke to your personal requirements with all recommendations plainly laid out … And if you want to, you can speak with existing clients before making your decision. All this at no cost to you. - If you ever make suggestions for improvements that are adopted by Alan Steel Asset Management you will receive a £250 bonus as a thank you for helping improve the service.
