Tailor-made service for high net worth individuals who have generally invested or can invest at least £1 million. Our mantra is to provide objective and proven financial advice, while we travel with you to a useful life. We help you define your goals and support you by: Our royalty-based approach excludes the collection of commissions or referral fees paid by third parties of products or services. This approach allows us to be 100% objective when it comes to giving advice that we firmly believe is in the best interest of our clients. This document describes the three levels of service we offer: the new SLAs will be gradually taken over the next 12 months. Your financial planner will share with you and discuss all the details at your next review tip. Please see the detailed breakdown of ASAs below. We are independent asset managers, staff pension advisors and financial services authorised and regulated by the Financial Conduct Authority (FCA). We are all highly qualified, our consulting team has at least 20 years of experience in financial services. We focus on planning and consulting instead of selling products, and we strive to build useful, long-term relationships with our customers.

We work with clients to verify their circumstances and financial goals that change over time and make recommendations to that effect. Advise and implement, if necessary, all financial programming issues, without the need for ongoing assistance agreed in advance. Our goal is to establish a judicious ongoing relationship with all our clients, but we also know that clients sometimes want advice to meet a particular need. The introduction of retail distribution review (RDR) legislation has recently strongly influenced our industry. RdR focuses on the value of advice and its fair and transparent pricing (RDR allows us to reveal the price of advice and financial services). That`s why we have easily repackaged our offers in an understandable way, so that you can fully understand our services and fees. Ultima was one of the pioneers of the royalty-based approach in South Africa. Our commitment to you, our client, is to continue to refine the model to ensure that you continue to benefit from its value-creating offering. Please contact us if you have any questions or comments about the new SLA structure. Advise and implement investments, retirement provision and estate planning, generally suitable for investing with at least £100,000 invested or available. We earn our revenue either through fees paid directly by customers (and agreed in advance) or through fees paid by the companies through which the company is placed. Please contact us if you would like to discuss our pricing structure in more detail.

A first interview with customers would usually be conducted on the fee….

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