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INSPIRATION IN WEALTH MANAGEMENT

Wealth Management

At Inspire we have a consistent, published, and logical investment strategy however; this does not have to mean taking purely one investment approach.

Since investing money is all about the future and the only thing that is known about the future is that it is unknown, these two things are not at odds with each other. It is important that the strategies are clear and straightforward for a client, properly differentiated and that the Inspire approach is clear.

 

 

The value of property investments and income from them can go down as well as up and investors may not get back the amount originally invested. As property is a specialist sector it can be volatile in adverse market conditions, there could be delays in realising the investment. Property valuation is a matter of judgement by an independent valuer therefore it is generally a matter of opinion rather than fact. Investments into ETF's, VCT and EIS schemes are high risk and are not suitable for every investor and before making investments in these schemes you should seek independent financial advice to the suitability to you own circumstances

The Inspire approach is one of asset allocated models using active and passive investments selected from our recommended list. This will include the use of Collectives, Exchange Traded Funds (ETFs) or trackers, property, and other specialist funds, which will be rebalanced on a regular basis to maintain a client's risk tolerance. We also use carefully selected specialist independent Discretionary fund managers where appropriate. For funds in excess of those required for immediate, short term and core growth, an active "satellite" approach suited to each individual client will be used, including in this area Venture Capital Trusts, Enterprise investment schemes and other tax related vehicles.

Clients will be charged a percentage of assets under management fee; subject to a minimum fee to cover the level of service they require (number of meetings per annum, frequency of valuations etc). These fees can be a mixture of either fixed or time costed, or commission offset. Our exact fee structure will be confirmed within a seperate service agreement.