Wealth management. Delivered with heart. Structured financial advice, delivering performance. Always.

Transcription

1 Wealth management. Delivered with heart. Structured financial advice, delivering performance. Always.

2 Focused on your financial wellbeing. Whether you re an entrepreneur selling your business, senior executive looking to change career, or a partner in a professional firm thinking about retirement, we provide a dedicated service for those at a point of transition and with substantial investment needs. Focused on freeing you from the day-to-day worry of managing, protecting and growing your wealth. Providing you with the perfect money/life balance. Focused on you Two Three

3 What is your next move? It may be the sale of your business, or reaching an inflexion point such as retirement. Either way, we are experts in transition and can help guide you. Key financial moments in your life require trusted, expert advisors. Our experience in managing transitional change has taught us the most effective ways to maximise return from these significant events in your life. Experts in transition Four Five

4 Your wealthprint Your wealthprint is your financial DNA - we help you identify what makes you unique. No two individuals are the same. Every family has different needs. Understanding the unique you helps us shape the work we do. Success in life demands the application of strategic and creative thinking. The same is true in financial planning. We identify your wealthprint to deliver outcomes specifically tailored to your financial DNA. Six Seven

5 True perspective Discovering a fully formed picture of you is our first step together. In a rapidly changing world, intelligent forward planning gives you additional security and helps protect what you have worked for. The advice we provide is about much more than just the specific financial steps that need to be taken - it s about how you approach and structure the financial choices open to you. Eight Nine

6 A business built on clear advice, a unique approach and great performance. Your requirements are unique. Once your goals, hopes and aspirations have been considered our plan will detail the way forward in a clear, concise and transparent manner. Always. Transparent Ten Eleven

7 Specialists in plain speak. Without financial waffle. Complexity simplified Our advice takes into account a whole range of issues, from investment advice to asset protection and estate planning. We look for straightforward solutions to complex issues enabling you to get on with enjoying life. Twelve Thirteen

8 Protecting your wealth for generations to come. A developed strategy for the transition of wealth to the next generation is imperative. Careful consideration of all things financial; from tax planning to trust funds. Legacy We are here for your life journey. And beyond. Fourteen Fifteen

9 Alive, awake, alert. Constantly evolving, never complacent. A pioneering advisory firm with a reputation for industry leadership. A consultative approach to advice and a commitment to precision. Listening, watching, innovating. Refining our service for you. Balanced innovation Sixteen Seventeen

10 True relationship is central to our thinking. Continued support. Always. When you re entrusting matters of the greatest personal importance to someone else, you need to be confident that they are not just technically capable but also wise enough to understand. They have to be able to interpret what you tell them and sometimes what you don t. They have to know how you relate risk to reward, to financial security and how you see the future. To be trusted with very personal information demands a gift for listening, questioning and understanding. We ask the right questions from the outset to make sure we deliver precisely what you need. Character and spirit Eighteen Nineteen

11 Making your wealth work for you, how you want it to. Our job is to look beneath the surface, beyond the obvious solutions, to ideas that could be more rewarding for you. Wealth management is not about comparing or selecting financial products, it is about creating the right solutions for you and your circumstances. Wealth management. How it should be An informed, independent view of all the options open to you. A truly personalised service, delivered with care, excellence and discretion. Twenty Twenty One

12 Financial wellbeing from an expertly coordinated approach. A true alternative to traditional approaches, providing significant cost efficiencies. Institutional thinking without institutional constraints, we remain fiercely independent - acting solely for you. You re free to enjoy your wealth without worry. Family Office solutions Our expert network creates the perfect money/life balance for wealthy families. Twenty Two Twenty Three

13 Real world solutions and a passion for precision. A tireless attitude to determining the best methods. A balanced approach, conscientious delivery and a love for our work. Creating balance for our clients. Striving for perfection. Dedication. Commitment. Precision We love what we do. Making numbers work is our business and our passion. Working for you, to make your financial life better. Twenty Four Twenty Five

14 How it works. Context is everything. In a global economy, where change is constant, our approach ensures a position that is ahead of the curve. We know investment markets. We are mindful of the sensitivities that shape economies and world monetary movements. Our risk disciplines are attested by world leading academics and financial economists. Modern methods. Experienced delivery An innovative, scientific approach to managing wealth, underpinned by a rich history - it is experience which tells us what will work in practice and what won t. We are expert advisors with many years of shared knowledge and experience, supported by the brightest new minds. Twenty Six Twenty Seven

15 Fiscal Engineers Established in 2000, Fiscal Engineers is a multi-award winning wealth management firm, accredited by the Institute of Financial Planning and a big four global accounting firm. With a Midlands heritage, the firm has offices in Nottingham, Birmingham and London advising clients throughout the UK. Working alongside internationally respected academics, the firm was recognised in 2012 for its contribution to the sector by undertaking studies into trust and confidence post the global financial crisis that has negatively impacted so many. Fiscal Engineers maintains a reputation for industry leadership and is deeply committed to serving the needs of its clients. The Team A dedicated team of experts in their field, the team at Fiscal Engineers is highly qualified and experienced and has a proven track record of delivery. Focused on building deep and enduring relationships, the team is committed to innovative, modern wealth management solutions tailored to each particular client. Introducing us Shane Mullins - CEO As founder and CEO of Fiscal Engineers, I am privileged to work with a very highly skilled and experienced team. We are proud to represent the interests of our clients and remain passionate about seeing them thrive in their personal, professional and financial lives. Twenty Eight Twenty Nine

16 National reach. Advising clients throughout the UK, we have offices in both the Midlands and London. Our Nottingham office: Capital operations 22a The Ropewalk Nottingham NG1 5DT Tel: Our London office: 2nd Floor Juxon House 100 St Paul s Churchyard London EC4M 8BU Tel: Our Birmingham office: 1st Floor Two Snow Hill Snow Hill Queensway Birmingham B4 6GA Tel: Thirty Thirty One

17 Fiscal Engineers Ltd. 22a The Ropewalk. Nottingham. NG1 5DT Tel Fiscal Engineers Limited is registered in England and Wales, company registration number VAT registration number Fiscal Engineers Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number Fiscal Engineers Limited is an Accredited Financial Planning Firm.