12 St. James'S Square, London, London, [Admn. In Cornwall & London], SW1Y 4RB
We hold individual weekend courses to brief new clients on everything we think they need to know today. One client said recently: "You do great asset management. I would never go to an ordinary IFA after what you have taught me!!"
We forecast what the markets will do really well - we took everybody out of the share markets in February 2008, and since then have continued with steady positive returns from other markets well in excess of deposits. We don't use the kind of products that IFAs sell because they carry too much in charges, and we show individuals how to pay less and keep more.
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