We work closely with our client’s advisers. Charlotte Square’s clients can therefore be confident that their investment strategy is in line with their wider financial planning needs. Robust reporting tools have been developed, and considerable resources harnessed, to ensure a smooth and professional working relationship – with the client at the core.
The positive factor
Charlotte Square has established a network of connections within the legal and accountancy professions and Independent Financial Advisers, who are expert in the field of financial planning. We always recognise the existing relationship between professional adviser and client as paramount, but we believe we can add value to that relationship by supplementing their offering with our own expertise in discretionary investment management, and by taking responsibility for all compliance and investment administration.
The strength of support
It is important for us, therefore, to provide a good service to our professional network. Advisers are acutely aware of the level of competence between the platforms. Recent events, including RDR, have made them particularly selective, with an increased focus on the financial security of a platform. Raymond James provides our Adviser network with robust administration and the knowledge that client funds are secure.
We spend considerable time at the outset of a relationship understanding the expectations of the individual client in order to create a suitable strategy within the overall financial proposition. We report regularly to the client on their portfolio and will maintain whatever level of information best suited to the Adviser’s own relationship.
With access online to the ‘Investor Access™’ portal, clients and their professional advisers may view their portfolios 24 hours a day. Charlotte Square’s ‘Partner Portal’ also provides our Adviser network with a secure way to access and download the key documentation and guidance required to best support their clients. As web-based platforms both these portals are accessible from the office or when they are on the go.
We can also provide access to a full range of tax wrappers including ISAs, Pension wrappers including SIPPs together with a range of offshore portfolio bond wrappers.
In an era of low interest rates, our Conservative Portfolio offers a reasonable return against deposit rates through careful selection of a range of fund categories.Read More
An FCA authorised multi asset fund, which offers a wider reach across international markets and investment opportunities and improved diversification . . .Read More
ALTERNATIVE INVESTMENT MARKET
Our AIM Portfolio service can mitigate potential IHT liability and has significantly outperformed the MSCI UK Micro Cap Total Return Index over 5 years with lower volatility.Read More