Lifestyle Financial Planning
In managing my financial portfolio, Ultima Financial Planners engaged with an Investment Company on my behalf recently. At the time of the compilation of a specific investment mandate, Ultima indicated that they would consider a better advisory fee for this specific transaction. I was pleased when I was granted a better fee based on the sliding scale model used by the Investment Company. It made sense to me that this fee could also be applicable to the rest of my portfolio even though it was not discussed as such and I thought that I would take it up with Ultima at some point and time in future. Despite a number of reminders in my diary, I never got around to contact Ultima in this regard. However, huge was my surprise when I received my last quarterly statement and noticed that the improved fee had automatically been applied to my whole portfolio. Not only is this proof of client care, but also of extraordinary business ethics and integrity that are rare in a world where such values are becoming increasingly unimportant. Once again, thank you very much. It is most likely the exact reason why I have been doing business with Ultima since 1991.
Accreditation & Financial Planner of the year awards
An overview by Empower Capital Author: Philip Haslam Have you ever considered selling your business? Perhaps you’re considering retiring but aren’t sure how to manage the succession plan. Whatever your reason, when someone has run their business successfully, a time…