My Pension Expert is delighted to announce the launch of Imperium Advice, our new bespoke retirement service.
As the UK’s leading at-retirement adviser, we pride ourselves on offering honest, practical advice, which we tailor to the individual needs of our clients, thereby putting them in the strongest financial position possible.
Imperium Advice builds on this premise, levelling up our advice offering by providing clients with a further personalised service for those who want to retain greater control over their retirement decisions.
Why Imperium Advice?
My Pension Expert recognises that no two clients are the same. Indeed, some clients desire greater control when making investment decisions, whilst some have more complex needs when managing diverse investment portfolios, pension income, or even inheritance.
This is why we have launched Imperium Advice. We wanted clients to have ultimate flexibility whilst receiving a personalised service to fit around their busy lives.
Imperium Advice delivers a bespoke service with tailored and discretionary managed investment portfolios. Each client has direct access to their own personal account manager, who delivers continuity of service. This account manager will act as the main point of contact for their client, enabling them to build a relationship and gain a comprehensive understanding of what the client wants to achieve with their investments.
Each account manager is an expert in retirement wealth planning and can offer truly independent advice.
What does Imperium Advice offer?
Following an individual’s enquiry with Imperium Advice, clients will have an initial phone consultation with a dedicated personal account manager, who will discuss their requirements and identify the best investment options to suit their circumstances. Clients will then receive these options in a detailed document via post and email, giving them the opportunity to review this information in their own time.
A second call with their personal account manager will be arranged shortly after, providing a client with the opportunity to ask any questions. If the prospective client is happy to proceed with the suggested options, they will be offered an appointment with their own independent financial adviser (IFA), who will conduct a further review of their circumstances to help the client determine the best option to suit their needs.
Once all options have been agreed upon, clients needn’t worry themselves with any administrative issues, such as investment or pension transfers. Their personal account managers handle all of the heavy lifting, whilst keeping them updated every step of the way.
From there, clients have the freedom and flexibility to control and alter their investment strategy as they see fit. They will receive regular communication and portfolio reviews, in addition to annual reviews conducted by their IFA, as well as quarterly market insight newsletters and advice regarding changing circumstances that might impact investments. This will ensure that clients are able to make the most informed decisions possible when it comes to their investments and secure themselves the best possible financial outcome. And, of course, they will always have access to their own IFA and account manager to provide valuable insight into different options available to them.
With Imperium Advice, we provide clients with the freedom and flexibility to control their own route to retirement, whilst offering them the gold standard service they deserve.
Curious to find out more about Imperium Advice? Visit our website for more information.