Best Financial Advisors in Rickmansworth

Yes. A Fundamental AIM portfolio is a selection of shares held and owned by the client which can be withdrawn in full or in part if the client requires the funds. As such, a court of protection order is not normally required under a lasting POA arrangement.

We do not try to time the market. We will look to sell down holdings as soon as reasonably practicable following receipt of an instruction from the client. Our settlement period is T+2.

Once funds have cleared, we will endeavour to invest into portfolio companies as soon as reasonably practicable. This is true for business received directly or via platform. Where only model portfolios are available on the platform, investment is normally undertaken either the same day or next working day.

We review our own portfolio holdings and others in the wider market on an ongoing basis. Over the 16 years we have been managing our AIM Inheritance Tax portfolios we have never experienced any concerns from HMRC.

For accounts held direct, adviser initial or ongoing fees are agreed with you and your client and communicated to us through the application. This is then facilitated by Fundamental.