Investment Concierge

Why use Investment Concierge ?

• helps you discover what investment solutions and service provider needs you have

• allows you to safely and confidentially assess, connect and then engage with providers before you choose them

• be confident that you are in control of the discussion to suit you rather than you be put into someone elses process

• saves you time and effort - no need to go to several face to face meetings to make a choice

• simple terminology - dont be baffled by investment industry jargon

• it's confidential and private - we do not share any of your details with anyone unless you explicitly instruct us to do so

What you get ?

• your own determined statement of your needs in someone to help you with investing

• access to lists of service providers that match your criteria

• a safe on-line space to ask them questions that are important to you

• opportunity to be connected with service providers that you choose to

What does Investment Concierge cost ?

• It costs nothing at all - there are no costs for registering or using Investment Concierge. Should we however connect you with someone who helps you we may receive a fee for doing so from them